Sync Shopify App Subscription Plans to Xero Contacts

This trigger watches for new plan subscriptions in Mantle and captures the customer ID when a subscription occurs. It runs continuously in real-time, so there's no delay between someone subscribing and their information flowing into Xero. The trigger passes the customer ID to the next step which retrieves the complete customer profile.

This step queries Mantle using the customer ID from the trigger and retrieves the complete customer record including their name, email address, city, and country code. All of this information gets passed forward to later steps—the email is used to search Xero for existing contacts, while the name and location details populate the contact record in Xero.

This step searches your Xero contacts using the email address retrieved from Mantle. If a matching contact exists, it returns the Xero Contact ID which gets used in the update path. If no match is found, the search returns empty and triggers the creation of a new contact instead. The search happens automatically using the email from the previous step.

This rule examines whether the Xero contact search returned any results by checking if the Contact ID is empty. If no contact was found in the previous search step, this path activates and sends the workflow to the Create Contact step. The check happens automatically using the search results from the Get Contact By Email step.

This step sends a request to Xero to create a new contact using the customer ID, name, email, city, and country code from Mantle. You can customize which fields get included by editing the body configuration—for example, you might add phone numbers or additional address fields if those exist in your Mantle customer data. The contact appears immediately in Xero once created and is ready for invoicing.

This rule checks whether the Xero contact search returned a Contact ID, meaning the customer already exists in your accounting system. If a matching contact was found in the search step, this path activates and routes to the Update Contact step. The logic runs automatically based on the search results.

This step sends updated information to Xero and overwrites the existing contact's name, email, city, and country with the current values from Mantle. You can add or remove fields to sync by editing the body configuration—for example, you might add company name or tax information if those fields exist in both systems. The Contact ID from the search step tells Xero exactly which contact record to update.