What's in a 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 Type | Triggers | Availability |
---|---|---|
App events | • Customer installs, uninstalls, or reinstalls app • App deactivation or reactivation • Subscription approaching or updating capped limit • Usage charge exceeds limit • Customer reviews app | Ready to use |
Subscription events | • Subscription creation, cancellation, or refund • Subscription upgrades or downgrades • Subscription freezing or unfreezing • One-time charge activation | Ready to use |
Usage events | You 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 Type | Examples | Availability |
---|---|---|
Customer attributes | • Customer abandoned charge • Customer country • Customer has left a review • Customer industry • Customer tags | Ready to use |
Customer metrics | • Customer last 30-day revenue • Customer lifetime value • Customer monthly spend | Ready to use |
Customer engagement | • Customer review rating • Customer Shopify plan | Review rating: Ready to use Shopify plan: Requires customer identification |
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 Type | Description | Requirements |
---|---|---|
Send an email | Send an email to the customer | Requires Mantle Email setup |
Send Slack notification | Send a notification to a Slack channel | Requires Slack integration setup |
Populate custom field | Populate a customer’s custom field with a value | Requires custom fields setup |
Tag customer | Enter tag(s) to add to the customer. Can also be used to apply specific discounts | Ready to use. For discount application, see Discounts documentation |
Add timeline comment | Automatically add a comment to the customer’s app timeline | Ready to use |
Assign account owner | Assign an account owner to the customer | Ready to use |
Together, these components create a complete automation: “When [Trigger] happens, if [Condition] is true, then do [Action].”
Next: Creating a flow