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Mosaic Integration

ApproveThis manages your Mosaic Integration approvals.

April 17, 2025

Integration Category: Project Management

Two Tools, One Powerful Partnership

When Mosaic's resource management meets ApproveThis' approval automation, teams gain an operational advantage that goes beyond basic task coordination. This integration isn't about simply connecting apps – it's about creating a closed-loop system where planning, execution, and authorization happen in perfect sync. For businesses managing complex projects with multiple stakeholders, this combination solves two critical challenges: maintaining project velocity while ensuring financial/compliance oversight.

What Makes This Integration Unique

Unlike generic approval solutions, ApproveThis adds contextual decision-making to Mosaic's workflow engine. While Mosaic excels at resource allocation and time tracking, ApproveThis introduces:

  • Conditional approval paths based on project budgets or task types
  • Automatic delegation during team member absences
  • Real-time approval status visibility without requiring approvers to log into Mosaic

This means project managers can keep work moving in Mosaic while finance teams or external clients maintain control through ApproveThis' email-based approvals – no additional software licenses required for reviewers.

Real-World Workflow Transformations

Use Case 1: Budget-Guided Task Authorization

A marketing agency uses Mosaic to plan client campaigns. When any task exceeding $5k is added, ApproveThis automatically:

  1. Routes approval to the client's CMO via email
  2. Updates Mosaic's task status upon decision
  3. Logs approval time in Mosaic for billing accuracy

Result: 68% faster client sign-offs with full audit trails.

Use Case 2: Compliance-Centric Project Initiation

Healthcare IT teams configure ApproveThis to require dual approvals for any Mosaic project containing PHI data. Approval thresholds automatically escalate requests based on data sensitivity levels, while maintaining full HIPAA compliance through encrypted decision records.

Use Case 3: Client-Facing Approval Portals

Architecture firms share Mosaic timelines with clients while using ApproveThis for milestone approvals. Clients receive email notifications with embedded markups for design revisions, with decisions automatically syncing to Mosaic tasks. No client training required – approvals happen directly from inboxes.

Implementation Made Simple

Setting up the integration through Zapier takes under 15 minutes:

  1. Connect Mosaic and ApproveThis to your Zapier account
  2. Choose trigger events (new Mosaic tasks/ApprovalThis decisions)
  3. Map custom fields between systems
  4. Test with sample approvals

Pro Tip: Use ApproveThis' calculated fields to auto-populate Mosaic task estimates based on approval scope.

Team-Specific Benefits

Project Managers

Maintain momentum by embedding approvals directly into Mosaic timelines. Automatic escalation ensures no task stalls waiting for decisions, while real-time dashboards show exactly where approvals stand relative to project milestones.

Finance Teams

ApproveThis' monetary thresholds integrate with Mosaic budget tracking. Any task exceeding predefined costs automatically routes for CFO approval before appearing in Mosaic reports, preventing budget overruns.

External Partners

Clients and contractors approve directly via email without Mosaic logins. Vacation delegation ensures approvals never stall – if a key decision-maker is unavailable, requests automatically reroute to their designee.

Advanced Configuration Options

For complex environments, layer ApproveThis' features onto Mosaic workflows:

  • Phase-Gated Approvals: Require stakeholder sign-off before unlocking subsequent project phases in Mosaic
  • Compliance Checks: Auto-reject tasks missing required documentation based on Mosaic tags
  • Capacity-Based Routing: Use Mosaic resource data to dynamically assign approvers based on current workloads

Why This Integration Outperforms Native Solutions

While Mosaic offers basic approval functionality, ApproveThis adds enterprise-grade features without complexity:

Capability Mosaic Alone With ApproveThis
Multi-level approvals Manual setup Automated routing
External approvers Require licenses Email-based access
Approval SLAs Not tracked Real-time dashboards

Getting Started

To implement this integration:

  1. Create your ApproveThis account
  2. Connect to Mosaic via Zapier using pre-built templates
  3. Configure your first approval workflow in under 10 minutes

For complex requirements, schedule a custom demo to see advanced features like calculated fields and conditional routing applied to your specific Mosaic environment.

Final Word

In today's fast-paced business environment, approvals shouldn't create bottlenecks – they should enforce governance while maintaining velocity. By combining Mosaic's operational intelligence with ApproveThis' decision automation, organizations achieve both speed and control. Whether you're managing client deliverables, internal projects, or compliance-sensitive initiatives, this integration ensures the right people make timely decisions using tools they already prefer.

Next Step: Book your integration demo to see real-time approval workflows mapped to your Mosaic projects.

🥳

Integrate with Mosaic Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for Mosaic

Suggested workflows (and their Zapier components) for Mosaic

Create approval requests for new tasks

When a new task is created in Mosaic, automatically submit an approval request in ApproveThis to streamline decision workflows. *Note: Ensure task details are mapped correctly to the approval fields.*

Zapier Components

Mosaic Logo

Trigger

New Task

Triggers when a new task is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create tasks for new approval requests

When a new approval request is initiated in ApproveThis, automatically create a task in Mosaic to track follow-up actions. *Note: Verify that the task assignment is configured properly.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Mosaic Logo

Action

Create Task

Creates a Task for a Project

Create time entries for approved requests

When an approval decision is made in ApproveThis, automatically log the outcome as a time entry in Mosaic. *Note: Ensure time entry details match the approval data.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Mosaic Logo

Action

Create Time Entry

Creates a Time Entry