Create a Customer Record in QuickBooks from a New Plan Subscription

When a merchant installs your Shopify app and subscribes (starts paying) through Mantle, this trigger activates the workflow and captures {{mantle.id}} (the Mantle customer ID). The workflow runs for every new subscription to your app.

Setup requirement: You must have Mantle configured for your Shopify app to receive subscription webhooks.

This step retrieves the full Mantle customer record using {{mantle.id}} from the trigger. It fetches:
{{mantle_1.customer.name}},
{{mantle_1.customer.email}},
{{mantle_1.customer.billingAddress}},
{{mantle_1.customer.contacts}},
{{mantle_1.customer.shopifyDomain}},
{{mantle_1.customer.notes}}, and
{{mantle_1.customer.appInstallations[]}} which contains installation details for each app. This comprehensive data ensures QuickBooks records include all relevant merchant information.

This loop step iterates through {{mantle_1.customer.appInstallations[]}} array which contains details about each app the merchant has installed. For every app installation, the loop executes the subsequent QuickBooks customer creation steps using {{loop.installedAt}} and other installation-specific data. This structure handles cases where merchants subscribe to multiple apps, though typically there's only one installation per customer.

This step searches QuickBooks for an existing customer using the email from {{mantle_1.customer.email}}. It executes a SQL-like query "SELECT * FROM Customer WHERE PrimaryEmailAddr = '{{mantle_1.customer.email}}'" and returns the customer's QuickBooks ID as {{quickbooks.0.Id}} if a match is found, or returns empty if no match exists. This query result determines whether to create a new customer or update an existing one.

This conditional path executes when {{quickbooks.0.Id}} is empty, meaning no matching customer was found in the QuickBooks query. The workflow evaluates this condition and proceeds to create a brand new customer record with the merchant's complete information. If this condition is true, the workflow creates rather than updates.

This step creates a new QuickBooks customer using data from Mantle. It sets:
DisplayName to {{mantle_1.customer.name}},
PrimaryEmailAddr to {{mantle_1.customer.email}},
PrimaryPhone to {{mantle_1.customer.contacts[0].phone}}, and
Notes that include {{mantle_1.customer.notes}},
Shopify domain ({{mantle_1.customer.shopifyDomain}}), and installation date ({{loop.installedAt}}).

The BillAddr includes:
{{mantle_1.customer.billingAddress.address1}},
{{mantle_1.customer.billingAddress.address2}},
{{mantle_1.customer.billingAddress.city}},
{{mantle_1.customer.billingAddress.country}},
{{mantle_1.customer.billingAddress.countryCodeV2}}, and
{{mantle_1.customer.billingAddress.zip}}.

This creates a complete customer record ready for invoicing and financial management.

This conditional path executes when {{quickbooks.0.Id}} is not empty, meaning a matching customer was found in the QuickBooks query. The workflow evaluates this condition and proceeds to update the existing customer record with fresh information from Mantle. If this condition is true, the workflow updates rather than creates.

This step updates an existing QuickBooks customer using {{quickbooks.0.Id}} as the customer identifier and {{quickbooks.0.SyncToken}} for version control (QuickBooks requirement). The sparse parameter is set to true, which means only provided fields are updated while others remain unchanged. It updates DisplayName, email, phone, billing address, and notes with current Mantle data using the same field mappings as the create step. The BillAddr.Id is also included ({{quickbooks.0.BillAddr.Id}}) which is required for updating existing address records in QuickBooks.