Mantle to Recall Integration | MESA
Connect Mantle to Recall and automate your tasks
Activity reports
MESA's Mantle to Recall 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 Mantle with Recall
The Mantle to Recall integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.
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.
Turn meeting transcripts into Shopify customer and order actions
When Recall.ai captures a sales or account call, MESA reads the transcript and updates the relevant Shopify customer record — notes, tags, lifecycle stage. What was said in the meeting becomes part of your customer data without anyone transcribing it manually.
Create follow-up tasks from sales calls automatically
When a Recall.ai meeting ends, MESA extracts the commitments and next steps and creates tasks in ClickUp, Airtable, or Google Docs. Your team acts on what was agreed without relying on someone to write it up after the call.
Alert your team when a call surfaces an urgent customer signal
When a Recall.ai transcript contains a churn signal, a complaint, or an upsell opportunity, MESA notifies the right person through Slack or email. Your team responds to what matters while the conversation is still fresh.
Build any Mantle and Recall 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.
Transcript Created
Starts when a transcript is created.
- Transcript ID
- Status
- Recording ID
- Created At
- Formatted Transcript
- Raw Transcript Data
- Download URL
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
Create Bot
Create a bot.
- Meeting URL
- Bot Name
- Join Time
Get List of Bots
Obtain a list of bots.
- ID
- Meeting URL
- Bot Name
- Join At
- Recording Config
- Status Changes
- Recordings
- Automatic Leave
- Calendar Meetings
- Metadata
Get List of Transcripts
Obtain a list of transcripts.
- Transcript ID
- Status
- Recording ID
- Created At
- Download URL
Retrieve Bot
Grab all details about a bot.
- ID
- Meeting URL
- Bot Name
- Join At
- Recording Config
- Status Changes
- Recordings
- Automatic Leave
- Calendar Meetings
- Metadata
Retrieve Transcript
Grab all details about a transcript.
- Transcript ID
- Status
- Recording ID
- Created At
- Formatted Transcript
- Raw Transcript Data
- Download URL
Add Customer Tags
Adds tags to a customer.
- ID
- Name
- Domain
- Shopify Domain
- Tags
- Custom Fields
- App Installations
- Company ID
- Billing Address
- Contacts
Archive Plan
Archive a plan. Archived plans can not be mutated.
- ID
- Name
- Description
- Amount
- Currency Code
- Type
- Public
- Visible
- Interval
- Trial Days
- Monthly Revenue
- Lifetime Value
- Average Lifetime Value
- Subscriber Count
- Active Trial Count
- Flex Billing
- Flex Billing Terms
- Deprecated At
- Features
- Customer ID
- Customer Tags
- Customer Exclude Tags
- Shopify Plans
- Created At
- Updated At
Create App Feature
Creates a new app feature.
- Name
- Key
- Type
- Default Value
- Description
- Usage Metric ID
Create App Usage Metric
Create an app metric for usage.
- Name
- Event Name
- Calculation
- Params
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 App's Plans
Obtain a list of app's plans.
- Total
- Plans
- Has More
- Next Cursor
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 Charges
Obtain a list of all charges for a specific organization.
- ID
- Billed On
- Name
- Customer Name
- Customer Domain
- App Name
- Type
- Status
- Amount
- Currency Code
- Paid On
- Test
Get List of Companies
Obtain a list of companies.
- Has Next Page
- Has Previous Page
- Next Cursor
- Previous Cursor
- Companies
Get List of Contacts
Obtain a list of all contacts.
- Total
- Has Next Page
- Has Previous Page
- Cursor
- Contacts
Get List of Custom Fields
Obtain a list of custom fields.
- ID
- Name
- Type
- Options
- Default Value
- App ID
- App Level
- Show On Customer Detail
- Private
Get List of Customer Segments
Obtain a list of all customer segments for the authenticated organization. Only public segments are returned.
- ID
- Name
- Filters
Get List of Customers
Obtain a list of all customers.
- Total
- Has Next Page
- Has Previous Page
- Cursor
- Customers
Get List of Subscriptions
Obtain a list of subscriptions across all apps and customers.
- 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
Get List of Transactions
Obtain a list of all transactions.
- 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
Get List of Usage Events
Obtain a list of usage events.
- ID
- Event ID
- Event Name
- Timestamp
- Properties
- App ID
- Customer ID
- Customer
Get List of Users
Obtain a list of all users in an organization.
- ID
- Name
Remove Customer Tags
Remove tags from a customer.
- ID
- Name
- Domain
- Shopify Domain
- Tags
- Custom Fields
- App Installations
- Company ID
- Billing Address
- Contacts
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 Customer Segment
Grab all details about a customer segment.
- ID
- Name
- Filters
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
Unarchive Plan
Mark a plan as no longer deprecated. It can be mutated after being unarchived.
- ID
- Name
- Description
- Amount
- Currency Code
- Type
- Public
- Visible
- Interval
- Trial Days
- Monthly Revenue
- Lifetime Value
- Average Lifetime Value
- Subscriber Count
- Active Trial Count
- Flex Billing
- Flex Billing Terms
- Deprecated At
- Features
- Customer ID
- Customer Tags
- Customer Exclude Tags
- Shopify Plans
- Created At
- Updated At
Update App Feature
Modify an app feature within an organization.
- ID
- Name
- Key
- Type
- Description
- Default Value
- Usage Metric
- Created At
- Updated At
Update App Usage Metric
Modify an existing app's usage metric.
- Name
- Event Name
- Calculation
- Params
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 Customer
Modify an existing customer.
- Name
- Domain
- Shopify Domain
- Tags
- Custom Fields
- App Installations
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
- Usage Charge Capped Amount
- Base Plan Ids
- Type
- Flex Billing
- Flex Billing Terms
- On Usage Limit Reached
- Auto Upgrade To Plan ID
- Roll Over Pending Usage
- Recurring Interval
- Recurring Interval Count
Expert support included
MESA includes hands-on support from automation experts who know how to get things done.
Free workflow setup
We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.
Fast response times
Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.
Ongoing optimization
Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.
Real humans, always
Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows.
Integrate Mantle with Recall today.
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