# 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. [Try MESA for free](/content/pricing/index.html) ## 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 - Email - 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 - Email - 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 - Email - 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 - Email - 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 - Email - 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 - Email - 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 - Email - 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 - Email - 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 - Email - 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 - Email - 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 - Email - 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 - Email - 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 - Email - 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 - Email - 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 - Email - 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 - Email - 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 - Email - 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 - Email - 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 - Email - 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 - Email - 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 - Email - 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 - Email - 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 - Email - 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 - Email - 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 - Email - 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 - Email ###### 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 - Email - 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 - Email - 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.