Finance & accounting
Moonclerk for your Agent
Flow can read invoices, payments and accounts in Moonclerk and use the figures in your bids.
It asks for your approval before it changes anything in Moonclerk. Connect with an API key from your Moonclerk account.
Connect Moonclerk in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Moonclerk.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Moonclerk.
What Flow can do depends on what Moonclerk offers through its API and on the access you choose.
Things to ask
Type these to Flow once Moonclerk is connected.
- Moonclerk
Pull our turnover for the last three years from Moonclerk for the financial standing section.
- Moonclerk
List unpaid Moonclerk invoices from public buyers.
About Moonclerk
MoonClerk is a platform for accepting recurring and one-time online payments. It helps businesses automate payment collection and manage customer billing with ease.
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