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.
Three ways to get started
Mantle gives you multiple ways to create flows, so you can pick whatever feels right for your situation:
Build from scratch
Start with a blank canvas and build your flow step by step. Pick your trigger, add conditions, and choose actions. Great when you have a specific automation in mind.
Start from a template
Browse our library of pre-built flow templates covering sales, marketing, customer experience, and more. Pick a template, customize the details, and you're automating in minutes. Learn more about templates.
Generate with AI
Describe what you want your flow to do in plain English, and AI will build it for you. Just click Create with AI on the Flows page, describe your automation, and review the result. Learn more about AI-powered flows.
What flows can work with
Flows aren't just for customers. You can build automations around different resource types depending on what you need:
Resource type | What it does | Example |
|---|---|---|
Customer | Automate actions based on customer events like installs, subscriptions, and usage | Send a welcome email when someone installs your app |
Ticket | Automate helpdesk workflows for support tickets | Auto-assign urgent tickets and generate AI response suggestions |
Deal | Automate sales pipeline actions for deals | Notify sales team when a deal moves to a new stage |
Contact | Automate actions for CRM contacts | Tag new contacts and add them to a marketing list |
Affiliate | Automate partner program workflows | Send a Slack notification when a new affiliate joins |
Organization | Run scheduled organization-level automations | Send a weekly summary report via HTTP request |
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
Support automation
Auto-tag and route incoming tickets
Generate AI-powered response suggestions
Escalate tickets approaching SLA breaches
Sales pipeline
Create deals automatically for high-value customers
Assign account owners based on customer attributes
Log activities and create tasks when deals move stages
Team notifications
Alert your team about high-value installs
Notify support about billing issues
Track important customer milestones
Getting started
Ready to create your first flow? Here's the quick version:
Pick a trigger - What event should start your flow?
Add conditions (optional) - Want to be more specific about when it runs?
Choose actions - What should happen when the flow triggers?
Test and publish - Use the flow debugger to test with real data, then publish when you're ready
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
AI-powered flows - Let AI build flows for you
Flow templates - Start with pre-built templates
Flows FAQ - Common questions and troubleshooting
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.