STEP 1
Select MoonClerk in workflow
Pick MoonClerk app in the workflow builder [4] - just one click to select the app.
MoonClerk Integration
Online recurring payment and subscription forms for collecting customer payments. Connect MoonClerk financial events to workflows that update records and notify the right teams. Start from Watch Customers, then automate actions such as Get a Customer and Get a Payment.
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- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for MoonClerk integration
Triggers can detect changes in MoonClerk and run actions that can create, search or modify data inside MoonClerk automatically [3] — exactly how you set them.
- 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.
How to integrate MoonClerk in automation workflow?
3 simple steps to make your MoonClerk connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect MoonClerk
When prompted, authorize access to MoonClerk in WEXTL once. MoonClerk credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your MoonClerk account. Approve?
STEP 3
Build a workflow
Build your workflow with MoonClerk yourself or with WEXTL® AI Builder. Connect MoonClerk to any available integrations [5], or use HTTP node to go beyond them.
MoonClerk
How MoonClerk connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever MoonClerk app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that MoonClerk supports.
The following table illustrates what fields MoonClerk integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how MoonClerk is connected in WEXTL builder [4].
| 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. |
Connect MoonClerk to popular apps on WEXTL
Enter a name of the other app you want to sync with MoonClerk below. Click on selected app to explore integration options with MoonClerk. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with MoonClerk integration
Select Watch Customers trigger from MoonClerk - this will be a starting point in your automation. Whenever event happens in MoonClerk, workflow will start [7] from Watch Customers node.
Search for Get a Payment, connect it as the next step of integration sequence. You can use filters between Watch Customers and Get a Payment, so only important data pass from Watch Customers to the next step. WEXTL gives you full control over the process of MoonClerk automation. All parts of workflow are visible on the canvas [4].
MoonClerk on WEXTL has 11 modules for building finance automations. Explore MoonClerk documentation for more.
Video slide demonstrates how Watch Customers and Get a Payment [6] nodes are used in MoonClerk workflow.
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. Triggers are start points of the workflow, and automations may start from them.
Integration has 7 actions, including "Get a Customer", "Get a Payment", and "List Customers", and more. Refer to our MoonClerk Documentation for detailed inputs and outputs.
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 our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The MoonClerk integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by MoonClerk official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where MoonClerk provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever MoonClerk or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for MoonClerk inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with MoonClerk modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the MoonClerk integration.
- MoonClerk integration source code, module specs and credentials implementation.
- Internal MoonClerk integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official MoonClerk vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® MoonClerk App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation