Docs Flows What's in a Flow

What's in a Flow

Finished flow

A Flow consists of three key components:

Triggers

Triggers initiate the flow, defining the “when” of your automation. Mantle Flows offers a wide range of pre-defined triggers, as well as the ability to use custom events.

Example: “When a customer installs my app…”

Some examples of available triggers are:

Event TypeTriggersAvailability
App events• Customer installs, uninstalls, or reinstalls app
• Customer deactivates or reactivates app
• Subscription approaching or updating capped limit
• Usage charge exceeds limit
• Customer reviews app
• Custom field changed
• Customer submits an intake form
• App identifies customer for the first time
• Shopify access token is no longer valid
Ready to use
Subscription events• Subscription is activated
• Subscription is cancelled
• Subscription is upgraded or downgraded
• Subscription is re-activated
• Subscription is frozen or unfrozen
• Subscription is refunded
• Trial is expiring in X days
• Trial has expired or been extended
• One-time charge activated
• Transaction is created
• Usage charge is created
• Bundle discount applied or removed for app
Ready to use
Stripe events• Invoice is finalized
• Invoice payment failed
Ready to use
Usage eventsYou can also trigger flows based on any custom event you track in your app. This allows for unlimited flexibility in responding to user actions specific to your business.Requires customer identification and usage events setup

Conditions (optional)

These add specificity to your triggers. They help you narrow down when the flow should run. Example: “…and they have a tag of ‘New customer’…”

Some examples of available conditions are:

Condition TypeExamplesAvailability
App attributes• App install date
• App install status
• Billed usage last 30 days
• App uninstall reason
• App access token error reason
Ready to use
Customer attributes• Customer name
• Customer email
• Customer abandoned charge
• Customer industry
• Customer last 30 day revenue
• Customer lifetime value
• Customer monthly spend
• Customer review rating
• Customer Shopify plan
• Customer billing platform
• Customer tags
• Test customer
Ready to use
Customer custom fields• Custom field values
• Test boolean fields
Requires custom fields setup
Subscription conditions• Subscription active
• Subscription activation date
• Subscription billing interval
• Subscription billing platform
• Subscription cancelled
• Subscription cancel date
• Subscription flex billing
• Subscription frozen
• Subscription frozen date
• Subscription plan
• Eligible for bundle discount
• Has bundle discount applied
Ready to use
Usage & engagement• Usage metrics (page view, SKUs, orders, video views, etc.)
• Transaction fees
Requires usage events setup
Email engagement• Email has had any clickRequires Mantle Email setup
Affiliate conditions• Referred by
• Referred by any affiliate
Ready to use

Actions

These are the tasks your flow performs. They define what happens when the trigger (and conditions, if any) are met. Examples of available actions include:

Action TypeDescriptionRequirements
Send emailSend an email to the customerRequires Mantle Email setup
Add customer tag(s)Enter tag(s) to add to the customer. Can also be used to apply specific discountsReady to use. For discount application, see Discounts documentation
Remove customer tag(s)Enter tag(s) to remove from the customerReady to use
Extend trialAdd additional trial days to a customer’s subscriptionReady to use
Add timeline commentAutomatically add a comment to the customer’s app timelineReady to use
Populate custom fieldPopulate a customer’s custom field with a valueRequires custom fields setup
Assign account ownerAssign an account owner to the customerReady to use
Post Slack messagePost a message to a Slack channelRequires Slack integration setup
Send HTTP requestSend a request to an external URLReady to use
Send notification emailSend a notification email to your teamReady to use

Together, these components create a complete automation: “When [Trigger] happens, if [Condition] is met, then do [Action].”


Next: Creating a flow