Mantle + DocuSign workflows
MESA is the fastest way to automate Mantle to DocuSign. MESA gives you complete control over which fields you send, how they're formatted, and when the sync happens, all without touching a line of code. Start with a pre-built template that matches your needs, customize it with the help of AI, or build something completely unique in under 10 minutes.
No templates yet? We'll help you build it
Our automation experts can help you create a custom Mantle to DocuSign workflow tailored to your needs.
Get hands-on support from our team to design and set up the workflow you're after—no code required.
Get help building your workflow →1,000+ merchants trust MESA to help them multiply their impact without multiplying their work.
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Our support team will help you set up your first workflow for free.
Build any workflow with these Mantle and DocuSign steps
Making workflows is easy. Triggers start a workflow then, actions occur when it's running. Read more Mantle docs in our knowledge base.
Why automate Mantle to DocuSign?
Mantle to DocuSign automations get more done in less time. Automate the everyday tasks holding back your potential growth.
Sync Shopify customer data with Mantle subscription records
When a customer's order history, tags, or profile changes in Shopify, MESA updates the corresponding Mantle record. Your subscription analytics and billing data reflect the full picture of each customer, not just their subscription activity.
Trigger retention workflows when subscription health drops
When Mantle flags a churn risk, a failed payment, or a usage signal, MESA kicks off the right response — a Klaviyo flow, a Slack alert, a Shopify tag update. You act on subscription health signals before they become cancellations.
Update Shopify customer records when subscription plans change
When a customer upgrades, downgrades, or pauses their plan in Mantle, MESA updates their Shopify tags, fields, and connected tools in real time. Every system reflects the current relationship without manual updates.
Trigger Shopify workflows when a contract is signed in DocuSign
When a DocuSign envelope is completed — a wholesale agreement, a B2B contract, a vendor terms acceptance — MESA kicks off the corresponding action in Shopify. Your store operations start the moment a signature is in place without anyone manually bridging the two systems.
Create and send DocuSign envelopes from Shopify order events
When a qualifying order comes in — a wholesale account, a high-value B2B purchase, a custom agreement — MESA generates the right DocuSign envelope and routes it to the customer or vendor for signature. Your contract process starts automatically from the moment an order is placed.
Keep Shopify customer records current when DocuSign status changes
When a DocuSign envelope is sent, viewed, signed, or declined, MESA updates the corresponding Shopify customer record with the current status. Your team always knows where each agreement stands without checking DocuSign separately.
Automate your work in less clicks
MESA makes automation achievable so you can multiply your impact without multiplying the work.
Try MESA for free 7-day trial included. Cancel anytime.Expert support included
MESA includes hands-on support from automation experts who know how to get things done.
Free workflow setup
Book a session and we'll build your first workflow with you—live. Most merchants walk away with automation saving 5+ hours/week.
Fast response times
Average first response: Same day, Critical issues: Immediate escalation
Complex builds: 24-48 hours
Managed services available
Personalized workflow reviews, and quarterly check-ins to identify new automation opportunities as your business grows.
Real humans, always
Live chat with real automation experts (not bots). Email support monitored 9am-5pm PST. Google Meet sessions for complex workflows.
