ceven

Moonclerk

Syncs every recurring payment and one time charge into your CRM, monitors subscription status, and alerts your team when a payment form is used.

Try Moonclerk in Ceven

Ask Ceven anything
Standard

Why use Ceven?

  1. AI native Moonclerk integration

    • Describe the outcome and Ceven picks the right Moonclerk calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Moonclerk data, across all 5 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Moonclerk access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Moonclerk, when, and on whose behalf.
    • The agent pauses and asks when Moonclerk is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Moonclerk.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Moonclerk action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Moonclerk, and when to use it.

List Customers
Pull a list of customers and their associated plans. Use this to audit who is currently signed up for specific services.
List Discounts
Retrieve all active discounts applied to customers. Use this to calculate total revenue leakage from promo codes.
List Payment Forms
Pull all available payment forms. Use this to identify which forms are active for different product tiers.
List Payments
Retrieve payments filtered by form, customer, date range, or status. Use this for end of month reconciliation.
List Subscriptions
Pull every subscription record. Use this to identify churning customers or those due for a price increase.
Get Customer Details
Pull specific metadata for a single customer. Use this when enriching a CRM record during onboarding.
Filter Payments by Date
Pull payments within a specific window. Use this to generate weekly cash flow reports.
Search Subscriptions
Query subscriptions by status or customer ID. Use this to verify if a user has an active plan.
Audit Discount Usage
Pull a report of which customers used which discounts. Use this to evaluate the success of a marketing campaign.
Check Payment Form Status
Verify if a specific payment form is active and receiving traffic. Use this to prevent broken checkout links.
Sync Customer List
Pull all MoonClerk customers and update corresponding records in your database. Use this for bulk data cleaning.
Monitor Failed Payments
Pull a list of payments with a failed status. Use this to trigger a dunning sequence in your email tool.

12 actions · scroll to see them all

Frequently asked questions

Ceven connects to MoonClerk using an API key provided by the user. When you add your key, we store it in an encrypted vault that is only accessed when a workflow needs to make a request to the MoonClerk API. The agent does not store your key in plain text and it is never shared with the large language model. You can rotate your API key in the MoonClerk dashboard at any time, and you will simply need to update the key in your Ceven connection settings to restore service. This ensures that your payment data remains secure while allowing the agent to pull the necessary transaction records.
No. Currently, the MoonClerk API is primarily designed for retrieving data rather than modifying the structure of your account. Ceven can list and read your payment forms, but it cannot create new forms or change the pricing on existing ones. You should continue to manage your product offerings and form design within the MoonClerk web interface. Once a form is created and live, Ceven can then monitor the payments flowing through that specific form and trigger your downstream workflows based on the responses and payment confirmations it receives from the API.
MoonClerk imposes specific rate limits on their API to ensure platform stability. If a Ceven workflow triggers too many requests in a short window, MoonClerk will return a rate limit error. Ceven handles this by implementing an exponential backoff strategy, meaning the agent will wait a few seconds before retrying the request. For most users, this happens invisibly in the background. However, if you are running massive bulk syncs of thousands of customers, you might notice a slight delay in completion. We recommend scheduling large data pulls during off peak hours to avoid these interruptions.
Yes. Ceven treats one time payments and recurring subscriptions as distinct event types. When the agent pulls a list of payments, it can distinguish between a single charge and a subscription payment. You can build different workflows for each. For example, a one time payment might trigger a digital download delivery, while a subscription payment might trigger a monthly welcome email or a recurring service check. The agent uses the metadata provided by MoonClerk to ensure the right action is taken based on the payment type.
No. Ceven never sees or stores raw credit card numbers. MoonClerk handles all the PCI compliance and sensitive payment data on their own secure servers. The API only provides Ceven with transaction IDs, customer names, emails, and payment statuses. When the agent processes a payment event, it is working with a confirmation that the payment happened, not the payment method itself. This architecture ensures that your business remains compliant and that sensitive financial data is never exposed to the workflow layer or the AI models.
Depending on your setup, Ceven can either poll the MoonClerk API at regular intervals or respond to webhooks if you have them configured. For most users, the agent runs a check every few minutes to ensure your CRM and project tools are up to date. If you need real time responses for high volume launches, we recommend using the webhook integration which pushes the event to Ceven the instant the payment is confirmed. This allows for immediate fulfillment, such as sending a license key the second the customer hits the pay button.
Yes. The agent can use the payment form ID as a filter when calling the list payments tool. This is particularly useful if you have different pricing tiers or different products sold through separate forms. You can tell the agent to only look for payments from your high ticket consulting form to trigger a white glove onboarding process, while payments from a low cost ebook form trigger a simple automated email. The agent maps the form ID to the specific workflow logic you define in the composer.
No. The current integration allows Ceven to read and list discounts to see who is using them, but it cannot programmatically create or apply a discount to a customer record via the API. Discounts must be managed within the MoonClerk dashboard or provided to the customer as a code during the checkout process on the payment form. The agent is excellent for auditing how many people are using a specific discount code and reporting that data back to your marketing team for analysis.

Alternatives to Moonclerk

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

Stripe logoStripeChargebee logoChargebeePaddle logoPaddle

Try Ceven on your stack

Plug Ceven on top of the tools you already run. Connect Moonclerk and the rest of your stack, describe the outcome, and its agents handle the work end to end, days of it in minutes.

Get started for free