With the Moneybird integration it’s possible to automatically include your paid webinar payments in your administration. Your viewers will automatically receive an invoice, making the use of paid webinars within WebinarGeek easier than ever!
Not offering paid webinars yet but are interested in giving one? Read more about them here.
Please note! The Moneybird integration can only be used in combination with Mollie. So, if you are using Stripe, you will be unable to use our Moneybird integration. We are currently working on (invoice) administration integrations for Stripe. You could consider setting up a link between your administration software and Stripe or WebinarGeek using Zapier.
How the connection works
The moment a subscriber makes a payment for the webinar, the connection will do the following in your Moneybird account:
Create a new contact based on company name and/or first and last name of the viewer.
Create a sales invoice for this contact.
Publish the sales invoice.
Register a payment for the sales invoice.
Initiate a workflow (which you can choose yourself). On the basis of this workflow you can e.g. send an email to the subscriber with the invoice.
The connection works like all WebinarGeek integrations, based on triggers and actions. The available trigger for Moneybird is 'New payment' and the action is 'Create new invoice'.
What do you need?
You need a Moneybird account and need to use paid webinars within WebinarGeek.
It’s not possible to use this connection if the webinar payments are processed outside of WebinarGeek.
Right now we assume all payments include VAT and are created in euros. You can set your own VAT percentages.
Please note! For the integration to work correctly, it’s required that all your webinar registrations fill in either their company name or their first and last name. These are the details Moneybird needs for a new contact. Make sure these fields are included in your registration form. The connection won’t work when e.g. a last name is missing, or when it’s not mandatory. When you request a company name, choose for the standard company name WebinarGeek field.
Set up the connection
Go to WebinarGeek and click 'Account' in the top right
Click 'Integrations'
Choose 'Moneybird'
Click 'Connect'
Log in with your Moneybird account
Give WebinarGeek permission to connect with Moneybird
WebinarGeek needs permission to create sales invoices
You'll be redirected to WebinarGeek
Click 'New trigger'
Choose 'New payment' as trigger
Choose 'Create new sales invoice' as action
Select a VAT percentage to use
Select a workflow
The workflow allows you to choose what happens after creating the invoice
After creation the integration will be active! You can still edit the VAT percentage and the workflow if relevant, or do this for each individual webinar using webinar specific triggers.
Sync data and information on invoice
When creating a new contact, we’ll send along:
Company name
First name
Last name
Email address
Country
Address
Please note! Addresses will only be send to Moneybird if you use our default standard fields. If you want to send custom registration fields you will need to use Zapier.
For each payment we always create a new contact, you have the option to manually connect this to existing contacts afterwards if you desire to do so.
Your invoice can be created in Moneybird as per usual. The information we add is an invoice addition with the following information:
Webinar title
Total amount paid (including VAT)
An example invoice will look similar to the following:
Adding custom registration fields to the invoice via Zapier
WebinarGeeks Moneybird integration does not send custom registration fields to Moneybird. We are actively working on a solution for this. For now, if you are collecting custom registration fields and want to add this to an invoice you would need to use Zapier.
Here we provide a small tutorial on how to set this up.
Make sure you've set up custom registration fields to collect the information from subscribers; read more on doing that here
Connect Zapier; you can find a tutorial for that here
Create a 'New payment in WebinarGeek' trigger on Zapier
Add a 'Create contact in Moneybird' action
Fill in the information with the custom registration fields you set up in WebinarGeek
Make sure to fill all the required fields using the variables Zapier retrieves from WebinarGeek!
Add a 'Create sales invoice in Moneybird' action
The contact ID was created in the former action and can be selected in this action as a variable. Make sure to fill in all step details, use (WebinarGeek) variables where needed.
When this action is triggered a new invoice will be created (and sent) with the extra information of the subscriber.
Keywords: accounting