What actions can I run in MoonClerk?

7 actions are available, including "Get a Customer", "Get a Payment", and "List Customers", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

MoonClerk Integrations

Online recurring payment and subscription forms for collecting customer payments. When MoonClerk posts a transaction, update records or alert finance automatically.

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Watch CustomersTriggers when a new customer is added or an existing customer is updated.
Watch EventsTriggers when a payment or plan event is received.
Watch FormsTriggers when a new payment form is created.
Watch PaymentsTriggers when a new payment is received.
Get a CustomerRetrieves details for a specific customer.
Get a PaymentRetrieves details for a specific payment.
List CustomersRetrieves all customers.
List FormsRetrieves all payment forms.
List PaymentsRetrieves all payments.
Retrieve a FormRetrieves details for a specific payment form.
Make an API CallPerforms an arbitrary authorized API call.

When to use MoonClerk

Common scenarios where MoonClerk automation saves time and reduces manual work.

React to "Watch Customers" in MoonClerk in real time: route the event into CRM, chat, ticketing, or any connected service.
Use "Get a Payment" as an automated action in MoonClerk so records stay consistent whenever something changes elsewhere in your stack.
Layer "Watch Forms" from MoonClerk with filters, transforms, and AI steps to build automations that match your exact business logic.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting MoonClerk to WEXTL®

Field	Type	Help
API KeyRequired	password	Sign in to your account -> click on Account -> Settings -> API Key section -> Generate API Key button and can copy it.

Use in workflow automation

Start from MoonClerk’s Watch Customers trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Get a Payment as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 11 ready-made steps for finance work, and every run records what went in and what came back.

MoonClerk workflow on the canvas: Watch Customers then Get a Payment

Frequently asked questions

Common questions about automating MoonClerk in your workflows.

MoonClerk has 4 triggers, including "Watch Customers", "Watch Events", and "Watch Forms", and more. Use them to start workflows the moment MoonClerk events fire — no polling required.

Field

Type

Help

API KeyRequired

password

Use in workflow automation

Start from MoonClerk’s Watch Customers trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Get a Payment as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 11 ready-made steps for finance work, and every run records what went in and what came back.

MoonClerk Integrations

When to use MoonClerk

How to connect

Use in workflow automation

Frequently asked questions

MoonClerk Integrations

When to use MoonClerk

How to connect

Connect MoonClerk to any app in workflows

Use in workflow automation

Frequently asked questions

Connect MoonClerk to any app in workflows

Connect MoonClerk to any app in workflows

Connect MoonClerk to any app in workflows

MoonClerk Integrations

MoonClerk triggers and actions

When to use MoonClerk

How to connect

Use in workflow automation

Frequently asked questions

What triggers does MoonClerk support?

What actions can I run in MoonClerk?

Do I need to write code to automate this?

Is the integration secure?

MoonClerk Integrations

MoonClerk triggers and actions

When to use MoonClerk

How to connect

Connect MoonClerk to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does MoonClerk support?

What actions can I run in MoonClerk?

Do I need to write code to automate this?

Is the integration secure?

Connect MoonClerk to any app in workflows

Connect MoonClerk to any app in workflows

Connect MoonClerk to any app in workflows