Help Scout to Mantle Integration | MESA
Connect Help Scout to Mantle and automate your tasks
Activity reports
MESA's Help Scout to Mantle integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.
Why integrate Help Scout with Mantle
The Help Scout to Mantle integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.
Give your support team full Shopify context on every conversation
When a customer reaches out in Help Scout, MESA pulls their Shopify order history, tags, and customer details into the conversation. Your team responds with the full picture without switching between tools to find it.
Create and update Shopify customer records from Help Scout conversations
When a key detail is captured or a contact is updated in Help Scout, MESA writes it to the corresponding Shopify customer record. Your store and your support platform stay in sync without anyone reconciling them manually.
Trigger Help Scout conversations from Shopify order and fulfillment events
When an order ships, a delivery is delayed, or a return is filed in Shopify, MESA opens or updates the right Help Scout conversation automatically. Your support team gets ahead of customer questions before they arrive.
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 Help Scout 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
- Tags
- Test
- Mantle
- Shopify
- Icon URL
- Timezone
- URL
- Domain
- Name
- City
- Province
- Country Code
- Currency Code
- Industry
- App Installation
- Billing Status
Customer Account Reactivated
Starts when a customer account is reactivated.
- ID
- Tags
- Test
- Mantle
- Shopify
- Icon URL
- Timezone
- URL
- Domain
- Name
- City
- Province
- Country Code
- Currency Code
- Industry
- App Installation
- Billing Status
Customer Activated One Time Charge
Starts when a customer activates a one-time charge.
- ID
- Tags
- Test
- Mantle
- Shopify
- Icon URL
- Timezone
- URL
- Domain
- Name
- City
- Province
- Country Code
- Currency Code
- Industry
- App Installation
- Billing Status
Customer Approaching Capped Limit
Starts when a customer is approaching a usage metric limit.
- ID
- Tags
- Test
- Mantle
- Shopify
- Icon URL
- Timezone
- URL
- Domain
- Name
- City
- Province
- Country Code
- Currency Code
- Industry
- App Installation
- Billing Status
Customer Downgraded
Starts when a customer downgrades their plan.
- ID
- Tags
- Test
- Mantle
- Shopify
- Icon URL
- Timezone
- URL
- Domain
- Name
- City
- Province
- Country Code
- Currency Code
- Industry
- App Installation
- Billing Status
Customer Exceeded Capped Amount
Starts when a customer exceeds the usage metric amount limit.
- ID
- Tags
- Test
- Mantle
- Shopify
- Icon URL
- Timezone
- URL
- Domain
- Name
- City
- Province
- Country Code
- Currency Code
- Industry
- App Installation
- Billing Status
Customer Exceeded Usage Charge Limit
Starts when a customer exceeds the usage charge limit.
- ID
- Tags
- Test
- Mantle
- Shopify
- Icon URL
- Timezone
- URL
- Domain
- Name
- City
- Province
- Country Code
- Currency Code
- Industry
- App Installation
- Billing Status
Customer First Identify
Starts when a customer is first identified by your app.
- ID
- Tags
- Test
- Mantle
- Shopify
- Icon URL
- Timezone
- URL
- Domain
- Name
- City
- Province
- Country Code
- Currency Code
- Industry
- App Installation
- Billing Status
Customer Installed
Starts when a customer installs your app.
- ID
- Tags
- Test
- Mantle
- Shopify
- Icon URL
- Timezone
- URL
- Domain
- Name
- City
- Province
- Country Code
- Currency Code
- Industry
- App Installation
- Billing Status
Customer Refunded
Starts when a customer is refunded a charge.
- Topic
- Event
- App
- Customer
- Subscription
- Transaction
Customer Reinstalled
Starts when a customer reinstalls your app.
- ID
- Tags
- Test
- Mantle
- Shopify
- Icon URL
- Timezone
- URL
- Domain
- Name
- City
- Province
- Country Code
- Currency Code
- Industry
- App Installation
- Billing Status
Customer Resubscribed
Starts when a customer resubscribes to a plan after being unsubscribed.
- ID
- Tags
- Test
- Mantle
- Shopify
- Icon URL
- Timezone
- URL
- Domain
- Name
- City
- Province
- Country Code
- Currency Code
- Industry
- App Installation
- Billing Status
Customer Subscribed
Starts when a customer subscribes to one of your app's plans.
- ID
- Tags
- Test
- Mantle
- Shopify
- Icon URL
- Timezone
- URL
- Domain
- Name
- City
- Province
- Country Code
- Currency Code
- Industry
- App Installation
- Billing Status
Customer Trial Expired
Starts when a customer's trial expires.
- ID
- Tags
- Test
- Mantle
- Shopify
- Icon URL
- Timezone
- URL
- Domain
- Name
- City
- Province
- Country Code
- Currency Code
- Industry
- App Installation
- Billing Status
Customer Uninstalled
Starts when a customer uninstalls your app.
- ID
- Tags
- Test
- Mantle
- Shopify
- Icon URL
- Timezone
- URL
- Domain
- Name
- City
- Province
- Country Code
- Currency Code
- Industry
- App Installation
- Billing Status
Customer Unsubscribed
Starts when a customer unsubscribes from one of your app's plans.
- ID
- Tags
- Test
- Mantle
- Shopify
- Icon URL
- Timezone
- URL
- Domain
- Name
- City
- Province
- Country Code
- Currency Code
- Industry
- App Installation
- Billing Status
Customer Updated
Starts when a customer is updated.
- ID
- Tags
- Test
- Mantle
- Shopify
- Icon URL
- Timezone
- URL
- Domain
- Name
- City
- Province
- Country Code
- Currency Code
- Industry
- App Installation
- Billing Status
Customer Upgraded
Starts when a customer upgrades their plan.
- ID
- Tags
- Test
- Mantle
- Shopify
- Icon URL
- Timezone
- URL
- Domain
- Name
- City
- Province
- Country Code
- Currency Code
- Industry
- App Installation
- Billing Status
Customer Usage Event Created
Starts when a customer usage event is created.
- ID
- Tags
- Test
- Mantle
- Shopify
- Icon URL
- Timezone
- URL
- Domain
- Name
- City
- Province
- Country Code
- Currency Code
- Industry
- App Installation
- Billing Status
Customer's Subscription Frozen
Starts when a customer's subscription freezes.
- ID
- Tags
- Test
- Mantle
- Shopify
- Icon URL
- Timezone
- URL
- Domain
- Name
- City
- Province
- Country Code
- Currency Code
- Industry
- App Installation
- Billing Status
Customer's Subscription Unfrozen
Starts when a customer subscription unfreezes.
- ID
- Tags
- Test
- Mantle
- Shopify
- Icon URL
- Timezone
- URL
- Domain
- Name
- City
- Province
- Country Code
- Currency Code
- Industry
- App Installation
- Billing Status
Review Received
Starts when a customer leaves a review.
- ID
- Type
- Date
- App
- Rating
- Edited
- Content
- Location
- Time Spent Using App
- Merchant Name
Beacon Chat Chat Created
Starts when a chat is created.
- ID
- Customer ID
- Created At
- Threads
Beacon Chat Customer Replied
Starts when a customer replies to a Beacon Chat message.
- ID
- Customer ID
- Created At
- Threads
Conversation Agent Reply Created
Starts when a conversation agent reply is created.
- ID
- Number
- Threads
- Type
- Folder ID
- Status
- State
- Subject
- Preview
- Mailbox ID
- Assignee
- Created By
- Created At
- Closed By
- Closed By User
- Closed At
- User Updated At
- Customer Waiting Since
- Source
- Tags
- Cc
- Bcc
- Primary Customer
- Snooze
- Next Event
- Custom Fields
- Embedded
- Links
Conversation Assigned
Starts when a conversation is assigned.
- ID
- Number
- Threads
- Type
- Folder ID
- Status
- State
- Subject
- Preview
- Mailbox ID
- Assignee
- Created By
- Created At
- Closed By
- Closed By User
- Closed At
- User Updated At
- Customer Waiting Since
- Source
- Tags
- Cc
- Bcc
- Primary Customer
- Snooze
- Next Event
- Custom Fields
- Embedded
- Links
Conversation Created
Starts when a conversation is created.
- ID
- Number
- Threads
- Type
- Folder ID
- Status
- State
- Subject
- Preview
- Mailbox ID
- Assignee
- Created By
- Created At
- Closed By
- Closed By User
- Closed At
- User Updated At
- Customer Waiting Since
- Source
- Tags
- Cc
- Bcc
- Primary Customer
- Snooze
- Next Event
- Custom Fields
- Embedded
- Links
Conversation Custom Fields Changed
Starts when a conversation custom field is changed.
- ID
- Number
- Threads
- Type
- Folder ID
- Status
- State
- Subject
- Preview
- Mailbox ID
- Assignee
- Created By
- Created At
- Closed By
- Closed By User
- Closed At
- User Updated At
- Customer Waiting Since
- Source
- Tags
- Cc
- Bcc
- Primary Customer
- Snooze
- Next Event
- Custom Fields
- Embedded
- Links
Conversation Customer Reply Created
Starts when a customer reply is created.
- ID
- Number
- Threads
- Type
- Folder ID
- Status
- State
- Subject
- Preview
- Mailbox ID
- Assignee
- Created By
- Created At
- Closed By
- Closed By User
- Closed At
- User Updated At
- Customer Waiting Since
- Source
- Tags
- Cc
- Bcc
- Primary Customer
- Snooze
- Next Event
- Custom Fields
- Embedded
- Links
Conversation Deleted
Starts when a conversation is deleted.
Conversation Merged
Starts when a conversation is merged.
- ID
- Number
- Threads
- Type
- Folder ID
- Status
- State
- Subject
- Preview
- Mailbox ID
- Assignee
- Created By
- Created At
- Closed By
- Closed By User
- Closed At
- User Updated At
- Customer Waiting Since
- Source
- Tags
- Cc
- Bcc
- Primary Customer
- Snooze
- Next Event
- Custom Fields
- Embedded
- Links
Conversation Moved
Starts when a conversation is moved.
- ID
- Number
- Threads
- Type
- Folder ID
- Status
- State
- Subject
- Preview
- Mailbox ID
- Assignee
- Created By
- Created At
- Closed By
- Closed By User
- Closed At
- User Updated At
- Customer Waiting Since
- Source
- Tags
- Cc
- Bcc
- Primary Customer
- Snooze
- Next Event
- Custom Fields
- Embedded
- Links
Conversation Note Created
Starts when a conversation note is created.
- ID
- Number
- Threads
- Type
- Folder ID
- Status
- State
- Subject
- Preview
- Mailbox ID
- Assignee
- Created By
- Created At
- Closed By
- Closed By User
- Closed At
- User Updated At
- Customer Waiting Since
- Source
- Tags
- Cc
- Bcc
- Primary Customer
- Snooze
- Next Event
- Custom Fields
- Embedded
- Links
Customer Created
Starts when a customer is created.
- ID
- First Name
- Last Name
- Emails
- Created At
- Photo URL
- Phone
- Job Title
- Organization
- Background
- Social Profiles
- Address
Customer Deleted
Starts when a customer is deleted.
- ID
- First Name
- Last Name
- Emails
- Created At
- Photo URL
- Phone
- Job Title
- Organization
- Background
- Social Profiles
- Address
Customer Updated
Starts when a customer is updated.
- ID
- First Name
- Last Name
- Emails
- Created At
- Photo URL
- Phone
- Job Title
- Organization
- Background
- Social Profiles
- Address
Message Survey Response Received
Starts when a response to a message survey is received.
- ID
- Conversation ID
- Rating
- Comment
- Submitted At
Satisfaction Ratings
Starts when a satisfaction rating is given.
- Rating ID
- Conversation ID
- Score
- Comment
- Created At
Tag Created
Starts when a tag is created.
- ID
- Tag
- Color
Tag Deleted
Starts when a tag is deleted.
- ID
- Tag
- Color
Tag Updated
Starts when a tag is updated.
- ID
- Tag
- Color
Add Customer Tags
Adds tags to a customer.
- ID
- Name
- Domain
- Shopify Domain
- Tags
- Custom Fields
- App Installations
- Company ID
- Billing Address
- Contacts
Create App Feature
Creates a new app feature.
- Name
- Key
- Type
- Default Value
- Description
- Usage Metric ID
Create Company
Create a company.
- Name
- Parent Customer ID
Create Contact
Create a contact.
- Name
- Phone
- Job Title
- Notes
- Tags
- Customers
Create Custom Field
Create a custom field.
- App ID
- Name
- Type
- Default Value
- Options
- App Level
- Show On Customer Detail
- Private
Create Customer
Create a new customer.
- Name
- Domain
- Shopify Domain
- Tags
- Custom Fields
- App Installations
Create Plan
Create an app plan.
- Name
- Description
- Interval
- Currency Code
- Amount
- Trial Days
- Public
- Visible
- Customer Tags
- Customer Exclude Tags
- Shopify Plans
- Customer
- Plan Usage Charges
- Custom Fields
- Type
- Flex Billing
- Flex Billing Terms
- On Usage Limit Reached
- Auto Upgrade To Plan ID
- Roll Over Pending Usage
- Usage Charge Capped Amount
- Features
Create Usage Event
Create a new usage event.
- Timestamp
- Properties
- Customer ID
- App ID
- Event Name
- Event ID
- Private
Delete App Feature
Remove an app feature within an organization.
Delete App Usage Metric
Remove an app's usage metric.
- Success
Delete Company
Remove a company.
Delete Contact
Remove a contact.
- Success
Delete Custom Field
Remove a custom field.
- Success
Get List of App Events
Obtain a list of all app events for a specific app.
- ID
- Type
- App ID
- Customer ID
- App Installation ID
- Transaction ID
- Previous Subscription ID
- Subscription ID
- Occurred At
- Created At
- Updated At
Get List of App Features
Obtain a list of an app's features.
- ID
- Name
- Key
- Type
- Description
- Default Value
- Usage Metric
- Created At
- Updated At
Get List of App Usage Metrics
Obtain a list of all app's usage metrics.
- ID
- Name
- Event Name
- Calculation
- Params
Get List of Apps
Obtain a list of all apps that the authenticated user has permission to access.
- ID
- Name
- Display Name
- Created At
- Icon URL
- Slug
- Development
Get List of Customers
Obtain a list of all customers.
- Total
- Has Next Page
- Has Previous Page
- Cursor
- Customers
Retrieve App
Grab all details about an app.
- ID
- Name
- Display Name
- Created At
- Icon URL
- Slug
- Development
Retrieve App Event
Grab details for a single app event for a specific app.
- ID
- Type
- App ID
- Customer ID
- App Installation ID
- Transaction ID
- Previous Subscription ID
- Subscription ID
- Occurred At
- Created At
- Updated At
Retrieve App Feature
Grab all details about an app feature within an organization.
- ID
- Name
- Key
- Type
- Description
- Default Value
- Usage Metric
- Created At
- Updated At
Retrieve App Usage Metric
Grab all details about an app's usage metric.
- ID
- Name
- Event Name
- Calculation
- Params
Retrieve Company
Grab all details about a company.
- ID
- Name
- Created At
- Parent Customer ID
- Customer Ids
- Updated At
Retrieve Contact
Grab all details about a contact.
- ID
- Name
- Phone
- Job Title
- Label
- Customers
- Notes
- Tags
- Created At
- Updated At
Retrieve Custom Field
Grab all details about a custom field.
- ID
- Name
- Type
- Options
- Default Value
- App ID
- App Level
- Show On Customer Detail
- Private
Retrieve Customer
Grab all details about a customer.
- ID
- Name
- Domain
- Shopify Domain
- Tags
- Custom Fields
- App Installations
- Company ID
- Billing Address
- Contacts
Retrieve Organization
Grab all details about an organization.
- ID
- Name
- Customer Tags
- Contact Tags
- Current Installation
Retrieve Subscription
Grab all details about a single subscription.
- ID
- Plan
- Line Items
- Active
- Cancel On
- Billing Cycle Anchor
- Current Period Start
- Current Period End
- Trial Starts At
- Trial Expires At
- Activated At
- Canceled At
- Frozen At
- Features
- Features Order
- Created At
- Confirmation URL
- Shopify Subscription
- Usage Capped Amount
- Usage Balance Used
- Applied Discount
- Subtotal
- Total
- Presentment Subtotal
- Presentment Total
Retrieve Transaction
Grab all details about a transaction with the current organization.
- ID
- Type
- Date
- Processing Fee
- Processing Fee Currency Code
- Net Amount
- Net Amount Currency Code
- Gross Amount
- Gross Amount Currency Code
- Created At
- Updated At
- Subscription ID
- App ID
Retrieve User
Grab all details about a user.
- ID
- Name
Update App Feature
Modify an app feature within an organization.
- ID
- Name
- Key
- Type
- Description
- Default Value
- Usage Metric
- Created At
- Updated At
Update Customer
Modify an existing customer.
- Name
- Domain
- Shopify Domain
- Tags
- Custom Fields
- App Installations
Update Subscription
Modify an existing subscription.
- ID
- Plan
- Line Items
- Active
- Cancel On
- Billing Cycle Anchor
- Current Period Start
- Current Period End
- Trial Starts At
- Trial Expires At
- Activated At
- Canceled At
- Frozen At
- Features
- Features Order
- Created At
- Confirmation URL
- Shopify Subscription
- Usage Capped Amount
- Usage Balance Used
- Applied Discount
- Subtotal
- Total
- Presentment Subtotal
- Presentment Total
Update Company
Modify an existing company.
- Name
- Parent Customer ID
Update Contact
Modify an existing contact.
- Name
- Phone
- Job Title
- Notes
- Tags
- Customers
Update Custom Field
Modify an existing custom field.
- App ID
- Default Value
- Options
- App Level
- Show On Customer Detail
- Private
Update Plan
Modify an existing plan. Certain properties like amount, interval, and currency code cannot be updated.
- Public
- Visible
- Name
- Description
- Deprecated
- Trial Days
- Features
- Needs Review
- Customer Tags
- Customer Exclude Tags
- Shopify Plans
- Customer
- Plan Usage Charges
- Amount
- Interval
- Custom Fields
- Type
- Flex Billing
- Flex Billing Terms
Publish Thread Schedule
Publish a scheduled thread. The draft thread is turned into a reply/forward thread, and the message is sent to the customer.
Expert support included
MESA includes hands-on support from automation experts who know how to get things done.