Moneybird is an administration software. Connecting WebinarGeek with Moneybird means information will be synchronized, allowing you to automatically send invoices to the attendees of your paid webinars.
The Moneybird integration requires you to host paid webinars through WebinarGeek’s system. All subscribers for said paid webinars must provide either their first and last name or their company name for the integration to work.
Are you not offering paid webinars yet but interested in giving one? Read more about them here.
Please note! The Moneybird integration can only be used with Mollie.
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.
Connecting Moneybird
Follow these steps to connect WebinarGeek with Moneybird:
Click ‘Account’ in the top right
Click ‘Integrations’
Choose ‘Moneybird’
Click ‘Connect’
Log in to your Moneybird account
Review the information from Moneybird and click ‘Authorize’
Your Moneybird and WebinarGeek accounts are now connected, but you still need to create triggers to make use of the connection. Read on to find out how.
Please note! Disconnecting Moneybird and/or connecting a different account means the loss of your configured triggers.
Triggers
Triggers are what order the integration to synchronize data between WebinarGeek and Moneybird. When a certain event is triggered, this trigger will ensure that a process is executed afterwards.
List of available triggers
The following triggers are available for Moneybird:
New webinar payment
You can check out our ‘Triggers’ article for more information about this trigger.
Actions
Actions are what the software is ordered to do when a trigger is fired. You can, for example, configure that a contact receives an invoice when they pay for a webinar.
List of available actions
The following actions are available for Moneybird:
Create sales invoice
Creates a new contact in Moneybird based on provided webinar registration information. Then, creates and publishes a sales invoice for this contact. Registers a payment for the created sales invoice. Finally, initiates a chosen workflow.
The workflow can be created and chosen by you. This allows you to, for example, automatically send the created sales invoice to the webinar subscriber via email.
Moneybird assumes that all payments take place in euros and include VAT. The VAT percentages can be configured to your needs during trigger configuration.
Please note! Moneybird requires subscribers to either provide both their first and last name or their company name. Without this information, Moneybird is unable to create a new contact. By default, webinars you create only start out with registration fields for first name and email address. That means you have to add a mandatory registration field for last name and/or company name. You can read more about that here.
Fields included on the invoices
The following information is sent to Moneybird if provided on the participant’s registration form and can be included in the generated invoices:
First name
Last name
Email address
Company name
Country
State/province
City
Zip code
Street
House number
We also include the title of the webinar and the amount paid on the invoice.
If you need more data to be sent to Moneybird, you can do this with our Zapier integration.
Each time a payment takes place, a completely new contact will be created, even if a contact with the same information already exists. You have the option to manually connect this to existing contacts afterwards.
Moneybird tips & tricks
Adding custom registration fields to the invoice via Zapier
Using Moneybird with WebinarGeek doesn’t support custom registration fields. A solution is being worked on, but Zapier should be used for the time being. Read on for a tutorial on the configuration.
Set up your webinar’s registration fields first. You can read all about registration fields in this article.
Connect Zapier to your WebinarGeek account. This article explains how.
Create a Zap with the WebinarGeek ‘New Payment’ trigger.
Add a ‘Create Contact’ Moneybird action.
Fill in the information that should be used for the contact in Moneybird. Make sure to fill in the required fields with the variables Zapier receives from WebinarGeek, such as ‘Firstname’, ‘Lastname’ and ‘Email’.
Extra fields are forwarded as “Subscription Extra Fields <fieldname>”, where <fieldname> is replaced by the title you gave the registration field in WebinarGeek.
Add a ‘Create Sales Invoice’ Moneybird action.
The ‘Contact Id’ was created in the previous action and can be selected in this one as a variable.
Make sure to fill in the required details. Use WebinarGeek variables where necessary.
When this action is triggered a new invoice will be created and sent with the extra information of the subscriber.
Keywords: accounting