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Beyond-Bot.ai + moonclerk
MoonClerk is a platform that enables businesses to accept recurring and one-time online payments.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to moonclerk.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in moonclerk.
Trigger Workflows
Start automated workflows in moonclerk based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within moonclerk.
Moonclerk 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.
Moonclerk List Discounts
Tool to retrieve a list of all discounts applied to customers. use after authenticating api credentials.
Moonclerk List Forms
Tool to retrieve a list of all payment forms. use after authenticating to inspect available payment forms.
Moonclerk 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.
Moonclerk List Subscriptions
Tool to list subscriptions. use when you need to retrieve all subscriptions after authenticating.