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Moonclerk integration

MoonClerk is an easy-to-use payment form builder for Stripe. Use Moonclerk from Zoft voice agents, chat agents, workflows and AI employees.

  1. Starts withNew Payment
  2. ZoftAgent or workflow decides what happens next
  3. Then in MoonclerkRetrieve Plan
  4. AndCustom API Call
Illustrative flow built from Moonclerk’s real triggers and actions.

Zoft + Moonclerk

What Zoft can do with Moonclerk.

  • 01Voice agentsA phone agent can use Moonclerk actions such as Retrieve Plan and Custom API Call during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Moonclerk while it talks to the customer.
  • 03WorkflowsStart a workflow when “New Payment” happens in Moonclerk, or use Moonclerk as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Moonclerk actions on its own, and ask for your approval before it sends or changes anything important.

Actions 2

Things Zoft can do in Moonclerk.

  • Retrieve PlanRetrieve a customer plan from MoonClerk using the customer ID
  • Custom API CallMake a custom API call to a specific endpoint

Triggers 5

Events in Moonclerk that can start a workflow.

  • New PlanTriggers when a new plan is created in MoonClerk
  • Plan EndedTriggers when a plan is canceled or when the set number periods have been exhausted.
  • New PaymentTriggers when a payment is created in any state (failed, succeeded, etc).
  • Payment Succeeds
  • Plan Payment FailedTriggers when a payment related to a plan has failed.

Setup

Connect Moonclerk in three steps.

  1. 01ConnectChoose Moonclerk in Connections and paste an API key from your Moonclerk account.
  2. 02Put it to workAdd Moonclerk as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
See all in Commerce

FAQ

Moonclerk on Zoft, answered.

What can Zoft do with Moonclerk?

Zoft supports 2 actions and 5 triggers for Moonclerk. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Moonclerk to Zoft?

Choose Moonclerk in Connections and paste an API key from your Moonclerk account.

Can a voice agent or chat agent use Moonclerk?

Yes. Once Moonclerk is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Moonclerk without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Moonclerk to work in your operation.