Track New Customers From Mantle in Google Sheets

This step automatically monitors your Mantle account for new customer subscriptions and kicks off the workflow whenever someone signs up. The trigger captures essential customer information like their ID and subscription details that get passed to the next steps. No configuration is needed - it runs in the background and activates as soon as a new customer subscribes to your service. This trigger provides the foundation data that powers the rest of your customer tracking workflow.

This step automatically pulls comprehensive customer data from your Mantle system using the customer ID provided by the trigger. It retrieves details like the customer's name, email, phone number, contact notes, and any tags associated with their account. The step runs automatically without any configuration needed and passes the complete customer profile to the Google Sheets step. This ensures your spreadsheet contains rich customer information rather than just basic subscription data.

You'll configure this step to create your spreadsheet and choose which customer information to include as columns. In the "Spreadsheet Name" field, enter a descriptive name like "Mantle Customers 2024" for your new Google Sheets file. Then select which data fields you want as columns - the template includes options for Installed At date, Customer ID, Email, Name, Shopify Domain, Phone, Tags, and Notes. The workflow will automatically create the spreadsheet with your chosen columns and add a new row each time a customer subscribes.