Start with a trigger
Select a trigger that sets your workflow in motion.
This could be anything from a new order in your Shopify store to a customer signing up for your newsletter.
Triggers are the starting points that tell MESA when to act.
Mantle Integrations
MESA is the most flexible way integrate Mantle to any app so you can get more done with less effort.
Top companies trust MESA to automate the work that runs their business.
Connect Mantle to your favorite apps
MESA lets you connect Mantle to any app - no coding required.
Start with a pre-made template.
Quickly add automation with our pre-made Mantle workflow templates.
Or, build your own Mantle integration.
Making workflows is easy. Triggers start a workflow then, actions occur when it's running. Read more Mantle docs in our knowledge base.
Why integrate Mantle with your business?
Integrating Mantle into repeatable workflows helps you accomplish more in less time. Automate more tasks to unlock growth at scale.
Sync Shopify customer data with Mantle subscription records
When a customer's order history, tags, or profile changes in Shopify, MESA updates the corresponding Mantle record. Your subscription analytics and billing data reflect the full picture of each customer, not just their subscription activity.
Trigger retention workflows when subscription health drops
When Mantle flags a churn risk, a failed payment, or a usage signal, MESA kicks off the right response — a Klaviyo flow, a Slack alert, a Shopify tag update. You act on subscription health signals before they become cancellations.
Update Shopify customer records when subscription plans change
When a customer upgrades, downgrades, or pauses their plan in Mantle, MESA updates their Shopify tags, fields, and connected tools in real time. Every system reflects the current relationship without manual updates.
Alert your team when high-value subscribers need attention
When a top-tier Mantle subscriber shows a risk signal — a missed payment, a plan downgrade, an unusual usage drop — MESA notifies the right person on your team. Your most valuable recurring customers get a human response before the relationship changes.
Let AI surface expansion opportunities within your subscriber base
Your AI assistant reads Mantle subscription data alongside Shopify purchase history to identify customers who are ready for an upgrade, a cross-sell, or a loyalty offer. MESA acts on those signals while the opportunity is still open.
Expert Workflow Setup
Need help crafting the perfect automation? We offer worflow setup services to help you add automation into your work more quickly. Request a custom workflow.
Accelerate your work with AI automation.
Build AI agents in minutes that integrate, automate, and simplify your business.
Try for free Try MESA for free, 7-day trial included.How MESA works
MESA helps you connect two or more apps to handle repetitive tasks automatically, no code necessary.
Step 1.
Step 2.
Add an action
Next, choose the action that should follow the trigger.
Actions are the tasks that MESA will perform automatically, such as sending a confirmation email or updating your product inventory.
Linking actions to triggers is how you build a seamless workflow process.
Step 3.
Personalize
Make your workflow even more flexible using built-in apps.
Customize your automation with tools that match your specific needs, whether it's scheduling theme changes or syncing with your CRM.
Personalization ensures your workflows fit your unique business requirements.
All set!
You just made a workflow
Finally, enable your workflow. You've just automated a task that will save you time and reduce manual effort.
With MESA, complex processes become simple, freeing you up to focus on what matters most—growing your business.
Fully supported by automation experts.
Get help from our team of experts and industry partners, who are dedicated to ensuring your MESA experience is smooth, efficient, and tailored to your exact business needs.
