Connect ClickUp to Mantle and automate your tasks

Why integrate ClickUp with Mantle

The ClickUp to Mantle integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

Turn Shopify orders into ClickUp tasks automatically

When an order comes in with specific conditions — a custom request, a wholesale flag, a high-value purchase — MESA creates a ClickUp task with the relevant details already filled in. Your team picks up work without anyone transcribing order data by hand.

Keep project status in sync with what's happening in Shopify

When a Shopify event occurs — a product goes live, a fulfillment is completed, an order is cancelled — MESA updates the corresponding ClickUp task or status. Your project view reflects reality without manual updates.

Trigger Shopify actions when ClickUp work is done

When a task is marked complete in ClickUp — a design approved, a product reviewed, a vendor confirmed — MESA kicks off the next step in Shopify. Your internal workflows connect directly to your storefront operations.

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.

Build any ClickUp and Mantle automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

Customer Account Deactivated

Starts when a customer account is deactivated.

• ID
• Email

Customer Account Reactivated

Starts when a customer account is reactivated.

• ID
• Email

Customer Activated One Time Charge

Starts when a customer activates a one-time charge.

• ID
• Email

Customer Approaching Capped Limit

Starts when a customer is approaching a usage metric limit.

• ID
• Email

Customer Downgraded

Starts when a customer downgrades their plan.

• ID
• Email

Customer Exceeded Capped Amount

Starts when a customer exceeds the usage metric amount limit.

• ID
• Email

Customer Exceeded Usage Charge Limit

Starts when a customer exceeds the usage charge limit.

• ID
• Email

Customer First Identify

Starts when a customer is first identified by your app.

• ID
• Email

Customer Installed

Starts when a customer installs your app.

• ID
• Email

Customer Refunded

Starts when a customer is refunded a charge.

• Topic
• Event

Customer Reinstalled

Starts when a customer reinstalls your app.

• ID
• Email

Customer Resubscribed

Starts when a customer resubscribes to a plan after being unsubscribed.

• ID
• Email

Customer Subscribed

Starts when a customer subscribes to one of your app's plans.

• ID
• Email

Customer Trial Expired

Starts when a customer's trial expires.

• ID
• Email

Customer Uninstalled

Starts when a customer uninstalls your app.

• ID
• Email

Customer Unsubscribed

Starts when a customer unsubscribes from one of your app's plans.

• ID
• Email

Customer Updated

Starts when a customer is updated.

• ID
• Email

Customer Upgraded

Starts when a customer upgrades their plan.

• ID
• Email

Customer Usage Event Created

Starts when a customer usage event is created.

• ID
• Email

Customer's Subscription Frozen

Starts when a customer's subscription freezes.

• ID
• Email

Customer's Subscription Unfrozen

Starts when a customer subscription unfreezes.

• ID
• Email

Review Received

Starts when a customer leaves a review.

• ID
• Type
• Date
• App
• Rating
• Edited
• Content

Task Assignee Updated

Starts when an assignee is added or removed from a task.

• ID
• Custom ID
• Name
• Text Content
• Description

Task Comment Posted

Starts when a comment is posted on a task.

• ID
• Name
• Comment

Task Created

Starts when a task is created.

• ID
• Custom ID
• Name
• Text Content

Task Updated

Starts when a task is updated.

• ID
• Custom ID
• Name
• Text Content

Add Customer Tags

Adds tags to a customer.

• ID
• Name
• Email

Create Customer

Create a new customer.

• Name
• Email
• Domain
• Shopify Domain

Integrate ClickUp with Mantle today.

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