Get started with Mantle Flows

Mantle Flows lets you turn all that customer data you’ve got in Mantle into automated actions. Instead of manually sending emails or updating customer info, set up workflows that handle it all for you. Your flows run in the background, responding instantly to what your customers do.

Think of flows as your business automation toolkit - when something happens (like a customer installs your app), your flow can automatically send a welcome email, tag the customer, update their profile, and notify your team. All without you lifting a finger.

Save time on repetitive tasks

Stop doing the same things over and over. Set up flows to automatically send emails, tag customers, assign account owners, and update custom fields based on what customers do in your app.

Respond instantly to customer actions

Your flows fire the moment something happens - no delays, no manual checking. Customer hits a usage limit? Flow triggers. Payment fails? Flow responds. Trial expires? You get the idea.

No setup headaches

All the triggers, conditions, and actions are already built into Mantle. No complex integrations or third-party tools - just click, configure, and you’re automating.

What you can automate

Flows work great for all sorts of business tasks:

Customer onboarding

• Welcome new installs with helpful emails
• Guide customers through setup steps
• Track onboarding progress automatically

Retention and engagement

• Re-engage customers with low usage
• Send review requests at the perfect time
• Offer discounts to at-risk customers

Team notifications

• Alert your team about high-value installs
• Notify support about billing issues
• Track important customer milestones

Account management

• Assign account owners automatically
• Update customer profiles based on behavior
• Tag customers for better organization

Getting started

Ready to create your first flow? Here’s the quick version:

1. Pick a trigger - What event should start your flow?
2. Add conditions (optional) - Want to be more specific about when it runs?
3. Choose actions - What should happen when the flow triggers?
4. Test and publish - Make sure it works, then let it run

Want the full walkthrough? Check out our step-by-step guides:

• What’s in a flow - Understanding triggers, conditions, and actions
• Creating a flow - Build your first automation
• Flows FAQ - Common questions and troubleshooting

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Ready to automate your business? Flows turn your customer data into powerful automated workflows. Start with something simple and build from there - you’ll be amazed how much time you save.