Mantle to Tally Integration | MESA

Connect Mantle to Tally and automate your tasks

Describe to build

Activity reports

Fully supported

MESA's Mantle to Tally 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.

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★★★★★ 4.9 rating on Shopify App Store

Start your first automated workflow

Use pre-made workflow templates to get started quickly.

Add Customer Tags in Mantle from Tally Form Submissions

View template

Why integrate Mantle with Tally

The Mantle to Tally 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 Tally form submissions into Shopify customer records

When someone fills out a Tally form — an inquiry, an application, a pre-order request — MESA creates or updates their record in Shopify automatically. Your store knows about the customer before they ever place an order.

Trigger Shopify workflows from form responses

When a Tally submission meets a condition — a product preference, a budget range, a wholesale inquiry — MESA kicks off the right workflow in Shopify. Your forms become the starting point for automation, not just a data collection step.

Route form submissions to the right person on your team

When a Tally form comes in, MESA reads the responses and sends the details to the right channel — a Slack message, a ClickUp task, an email. The right person gets the context they need without anyone triaging submissions manually.

Build any Mantle and Tally 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.

Form Submitted

Starts when a form is submitted.

Customer Account Deactivated

Starts when a customer account is deactivated.

Customer Account Reactivated

Starts when a customer account is reactivated.

Customer Activated One Time Charge

Starts when a customer activates a one-time charge.

Customer Approaching Capped Limit

Starts when a customer is approaching a usage metric limit.

Customer Downgraded

Starts when a customer downgrades their plan.

Customer Exceeded Capped Amount

Starts when a customer exceeds the usage metric amount limit.

Customer Exceeded Usage Charge Limit

Starts when a customer exceeds the usage charge limit.

Customer First Identify

Starts when a customer is first identified by your app.

Customer Installed

Starts when a customer installs your app.

Customer Refunded

Starts when a customer is refunded a charge.

Customer Reinstalled

Starts when a customer reinstalls your app.

Customer Resubscribed

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

Customer Subscribed

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

Customer Trial Expired

Starts when a customer's trial expires.

Customer Uninstalled

Starts when a customer uninstalls your app.

Customer Unsubscribed

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

Customer Updated

Starts when a customer is updated.

Customer Upgraded

Starts when a customer upgrades their plan.

Customer Usage Event Created

Starts when a customer usage event is created.

Customer's Subscription Frozen

Starts when a customer's subscription freezes.

Customer's Subscription Unfrozen

Starts when a customer subscription unfreezes.

Review Received

Starts when a customer leaves a review.

Get List of Form's Questions

Obtain a list of form's questions.

Get List of Form's Submissions

Obtain a list of form submissions with their responses.

Get List of Forms

Obtain a list of forms.

Retrieve Form

Grab all details about a form.

Retrieve Form Submission

Grab all details about a form submission.

Add Customer Tags

Adds tags to a customer.

Archive Plan

Archive a plan. Archived plans can not be mutated.

Create App Feature

Creates a new app feature.

Create App Usage Metric

Create an app metric for usage.

Create Company

Create a company.

Create Contact

Create a contact.

Create Custom Field

Create a custom field.

Create Customer

Create a new customer.

Create Plan

Create an app plan.

Create Usage Event

Create a new usage event.

Delete App Feature

Remove an app feature within an organization.

Delete App Usage Metric

Remove an app's usage metric.

Delete Company

Remove a company.

Delete Contact

Remove a contact.

Delete Custom Field

Remove a custom field.

Get List of App Events

Obtain a list of all app events for a specific app.

Get List of App Features

Obtain a list of an app's features.

Get List of App Usage Metrics

Obtain a list of all app's usage metrics.

Get List of App's Plans

Obtain a list of app's plans.

Get List of Apps

Obtain a list of all apps that the authenticated user has permission to access.

Get List of Charges

Obtain a list of all charges for a specific organization.

Get List of Companies

Obtain a list of companies.

Get List of Contacts

Obtain a list of all contacts.

Get List of Custom Fields

Obtain a list of custom fields.

Get List of Customer Segments

Obtain a list of all customer segments for the authenticated organization. Only public segments are returned.

Get List of Customers

Obtain a list of all customers.

Get List of Subscriptions

Obtain a list of subscriptions across all apps and customers.

Get List of Transactions

Obtain a list of all transactions.

Get List of Usage Events

Obtain a list of usage events.

Get List of Users

Obtain a list of all users in an organization.

Remove Customer Tags

Remove tags from a customer.

Retrieve App

Grab all details about an app.

Retrieve App Event

Grab details for a single app event for a specific app.

Retrieve App Feature

Grab all details about an app feature within an organization.

Retrieve App Usage Metric

Grab all details about an app's usage metric.

Retrieve Company

Grab all details about a company.

Retrieve Contact

Grab all details about a contact.

Retrieve Custom Field

Grab all details about a custom field.

Retrieve Customer

Grab all details about a customer.

Retrieve Customer Segment

Grab all details about a customer segment.

Retrieve Organization

Grab all details about an organization.

Retrieve Subscription

Grab all details about a single subscription.

Retrieve Transaction

Grab all details about a transaction with the current organization.

Retrieve User

Grab all details about a user.

Unarchive Plan

Mark a plan as no longer deprecated. It can be mutated after being unarchived.

Update App Feature

Modify an app feature within an organization.

Update App Usage Metric

Modify an existing app's usage metric.

Update Company

Modify an existing company.

Update Contact

Modify an existing contact.

Update Custom Field

Modify an existing custom field.

Update Customer

Modify an existing customer.

Update Plan

Modify an existing plan. Certain properties like amount, interval, and currency code cannot be updated.

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