Connect Mantle to Yotpo Loyalty and automate your tasks

Why integrate Mantle with Yotpo Loyalty

The Mantle to Yotpo Loyalty 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.

Keep loyalty status current across your marketing and CRM tools

When a customer earns or redeems points in Yotpo Loyalty, MESA updates their record in Klaviyo, Shopify, and connected platforms in real time. Your segments, flows, and CRM always reflect where each customer stands in your program without manual list updates.

Enroll customers in Yotpo Loyalty based on Shopify purchase behavior

When a customer hits a condition in Shopify — a first purchase, a spend threshold, a specific product category — MESA adds them to Yotpo Loyalty and sets the right starting tier. Your program grows with your customer base without anyone managing enrollments by hand.

Trigger loyalty rewards at the moments that drive retention

When a customer reaches a milestone — a repeat purchase, a referral, a VIP threshold — MESA triggers the right Yotpo Loyalty action and can notify them through your preferred channel. Your program responds to behavior in real time, not on a delayed sync cycle.

Build any Mantle and Yotpo Loyalty 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.

Coupon Earned (Awarded)

Starts when a customer earns a discount.

• Topic
• Name
• Redemption
• Redemption Option
• Email
• Customer
• Perk

Coupon Earned (Redeemed)

Starts when a customer receives a coupon and redeems points.

• Topic
• Name
• Redemption
• Redemption Option
• Email
• Customer

Customer Anniversary Captured

Starts when a customer establishes their anniversary.

• Topic
• Name
• Email
• Customer

Customer Anniversary Occurred

Starts on a customer’s anniversary.

• Topic
• Name
• Email
• Customer
• Perk
• Redemption
• Redemption Option

Customer Birthday Captured

Starts when a customer establishes their birthday.

• Topic
• Name
• Email
• Customer

Loyalty Custom Reward Created

Starts when a loyalty custom reward is created.

• Topic
• Name
• Redemption
• Redemption Option
• Email
• Customer

Loyalty Donation Created

Starts when a loyalty donation is created.

• Topic
• Name
• Redemption
• At Checkout
• Is Pos
• Redemption Option
• Redemption Option ID
• Redemption Option Name
• Email
• Customer

Loyalty Opted In / Out

Starts when a customer opts in or out of a loyalty program.

• Topic
• Name
• Email
• Customer

On Customer's Birthday

Starts on a customer's birthday.

• Topic
• Name
• Email
• Customer
• Perk
• Redemption
• Redemption Option

Points Changed

Starts when a customer’s points are modified.

• Topic
• Name
• Email
• Customer
• Previous Balance
• Current Balance
• Difference
• Added Or Removed
• Points Changed Reason

Points Earned

Starts when a customer earns points.

• Topic
• Name
• Email
• Customer
• Perk

Points Reminder Triggered

Starts when a reminder about a customer’s points is triggered.

• Topic
• Name
• Email
• Customer
• Points Needed
• Redemption Option

Redemption Cancellation Request Received

Starts when a customer wants to undo their redemption and receive points back.

• Topic
• Name
• Point Redemption ID
• Reward Text
• Customer

Redemption Fell Below Threshold

Starts when a custom coupon is running low on uploaded coupon codes.

• Topic
• Name
• Redemption Option
• Redemption Option ID
• Redemption Option Name
• Number Of Unused Codes

Redemption Reminder Triggered

Starts when a reminder about an inactive redemption is triggered.

• Topic
• Name
• Email
• Customer
• Redemption Option

Referral Completed

Starts when a referral has been used.

• Topic
• Name
• Perk
• Email
• Referrer
• Referral Code
• Referred Customer

Referral Reminder Triggered

Starts after a certain amount of days that a referred customer has not submitted a purchase.

• Topic
• Name
• Email
• Referral Link
• Referral Code
• From
• Customer

Referral Shared

Starts when a customer shares a referral.

• Topic
• Name
• Email
• From
• Customer
• Referral Link

Tier Changed

Starts when a customer gets closer or farther from retaining their current tier and next tier.

• Topic
• Name
• Email
• Customer
• Vip Stats
• Vip Stats Needed Maintain
• Vip Stats Needed Next

Tier Earned

Starts when a customer meets the requirement for a new tier.

• Topic
• Name
• Email
• Customer
• New Tier
• Old Tier

Tier Lost

Starts when a customer fails to meet requirements for a tier after the specified period of time has passed.

• Topic
• Name
• Email
• Customer
• Old Tier
• New Tier

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.

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.

• Topic
• Event
• App
• Customer
• Subscription
• Transaction

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.

• ID
• Type
• Date
• App
• Rating
• Edited
• Content
• Location
• Time Spent Using App
• Merchant Name

Approve Point Redemption Cancellation

Confirm point redemption cancellation request.

Create or Update Customer

Create or modify a customer.

• ID
• Email
• First Name
• Last Name
• Phone Number
• Country Iso Code
• Has Account
• Opted In
• Opted In At
• Pos Account ID
• Tags

Create Order

Create an order made by a customer.

• Customer Email
• Customer ID
• Total Amount Cents
• Currency Code
• Order ID
• Status
• Created At
• Coupon Code
• Ip Address
• User Agent
• Ignore Ip Ua
• Discount Amount Cents
• Tags
• Clerk Employee ID
• Clerk Name
• Store Address
• Store City
• Store State
• Channel Type
• Items
• Customer

Create Point Redemption

Redeem a customer’s points for a specific redemption option.

• Customer External ID
• Customer Email
• Phone Number
• Redemption Option ID
• Delay Points Deduction
• Currency
• Points To Redeem

Create Refund

Create a refund.

• ID
• Order ID
• Total Amount Cents
• Items
• Item
• Currency

Delete Customer’s Anniversary

Remove customer’s set anniversary date.

Identify Referral Referrer

Create or find a referral link for an email address.

• ID
• Merchant ID
• Email
• Referral Link
• Referral Discount Code
• Reward Points
• Referral Receipts

List Active Campaigns

Obtain a list of active campaigns.

• ID
• Created At
• Updated At
• Details
• Expires At
• Type
• Username
• Share Text
• Entity ID
• Hashtags
• URL
• Question
• Title
• Display Order
• Default Email Body
• Reward Text
• Icon
• Cta Text
• Min Actions Required
• Action Name
• Ask Year
• Max Completions Per User

List Recently Updated Customer

Obtain a list of all customers who were updated in the last 7 days.

• Next Page Info

List VIP Tier

Obtain a list of VIP tiers.

• ID
• Name
• Description
• Points Multiplier
• Entry Threshold
• Retain Threshold
• Regain Threshold

Record a Customer Action

Create an action by a customer.

• ID
• Created At
• Updated At
• Merchant ID
• Customer ID
• Type
• Referral ID
• Ip Address
• User Agent ID
• Parent Perk ID
• Name

Redemption Options: Get Active Options

Obtain a list of redemption options available for customers to redeem.

• ID
• Name
• Description
• Icon
• Cost Text
• Amount
• Applies To Product Type
• Duration

Redemption Options: Get Redemption Code Data

Obtain a list of email addresses who has redeemed a discount.

• ID
• Code
• Third Party ID
• Email

Redemption Options: Upload Options

Transfer coupon codes to Yotpo Loyalty account.

• ID
• Name
• Description
• Icon
• Cost Text
• Amount
• Applies To Product Type
• Duration
• Type
• Discount Amount Cents
• Discount Rate Cents
• Discount Percentage
• Discount Type

Retrieve Customer

Grab all details about the customer.

• Total Spend Cents
• Total Purchases
• Perks Redeemed
• Last Purchase At
• Email
• Points Earned
• Points Balance
• Points Expire At
• First Name
• Last Name
• Last Seen At
• Thirty Party ID
• Third Party ID
• Pos Account ID
• Has Store Account

Retrieve Customer’s Anniversary by Email

Grab customer’s anniversary by email.

• Day
• Month
• Year

Set Customer’s Anniversary

Establishes a customer’s anniversary.

Set Customer’s Birthday

Establish a customer’s birthday.

Add Customer Tags

Adds tags to a customer.

• ID
• Name
• Email
• 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
• 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 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
• Email

Remove Customer Tags

Remove tags from a customer.

• ID
• Name
• Email
• 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
• 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 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.

Retrieve Transaction

Grab all details about a transaction with the current organization.

Retrieve User

Grab all details about a user.

• ID
• Name
• Email

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.

• 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
• 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 Customer

Modify an existing customer.

• Name
• Email
• 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

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