MoonClerk Integration

Connect MoonClerk to Arahi's no-code AI agents and automate workflows in minutes.

About the MoonClerk integration

MoonClerk is a web-based application designed to facilitate recurring and one-time transactions without hassle. With Arahi AI, you can connect MoonClerk to Chargebee, Chargify, Memberstack and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.

Category
Payments & Billing
Authentication
keys

MoonClerk automation use cases

Failed-payment recovery
Launch a winback email + retry sequence the moment a MoonClerk charge fails — before the customer churns.
Subscription change → CRM
Sync upgrades, downgrades, and cancellations from MoonClerk to the CRM for rep visibility.
Revenue alerts to Slack
Post new-MRR and churn events from MoonClerk to a revenue channel as they happen.
Invoice → accounting
Push MoonClerk invoices to QuickBooks or Xero with line items, taxes, and customer IDs mapped.

MoonClerk workflow examples

Log List Payments into QuickBooks revenue

Arahi calls List Payments in MoonClerk each hour and creates matching QuickBooks income entries so nonprofit finance books stay current and monthly giving reports reconcile without accountant overtime work.

Hourly List Payments → QuickBooks income entries created

Flag List Subscriptions cancellations in Slack

Arahi runs List Subscriptions in MoonClerk every morning and posts canceled subscriptions into Slack #finance so staff can follow up with donors before lapsed giving compounds across quarters.

Morning List Subscriptions → Slack #finance cancel post

Sync List Customers into Mailchimp donor list

Arahi pulls List Customers from MoonClerk weekly and upserts them into a Mailchimp donor list for stewardship emails so every supporter hears from the program team consistently each month.

Weekly List Customers → Mailchimp donor list upsert

MoonClerk actions

List Customers
Tool to list customers (plans) from moonclerk. use when you need to retrieve customer data with optional filters. use after authenticating api credentials.
List Discounts
Tool to retrieve a list of all discounts applied to customers. use after authenticating api credentials.
List Payment Forms
Tool to retrieve a list of all payment forms. use after authenticating to inspect available payment forms.
List Payments
Tool to list payments. use when you need to retrieve all payments or filter by form, customer, date range, or status after authenticating.
List Subscriptions
Tool to list subscriptions. use when you need to retrieve all subscriptions after authenticating.

Apps teams connect with MoonClerk

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