Tapfiliate and Salesflare

How to connect Tapfiliate

What you can automate

  • When new Customer in Tapfiliate, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Payment in Tapfiliate, create opportunity, then find or create contact in Salesflare.

About Tapfiliate

Tapfiliate is cloud based affiliate tracking software. It enables you to create, track and optimize your own affiliate programs.

Tapfiliate operations on Zapier

Triggers (8)

Start a workflow when this happens

  • Affiliate Added to Program — Triggers when an affiliate is added to a program (i.e. signed up through your program's sign up form or was added by you). Use this trigger if you need access to the affiliate's referral link.
  • Affiliate Approved for Program — Triggers when an affiliate is approved for one of your programs.
  • Affiliate Prospect Promoted — Triggers when a new affiliate prospect is promoted to affiliate (i.e. created a Conversion or Customer).
  • New Affiliate — Triggers when a new affiliate is created (i.e. signed up or was added by you).
  • New Affiliate Prospect — Triggers when a new affiliate prospect is created (i.e. signed up or was added by you).
Show 3 more triggers
  • New Conversion — Triggers when a new conversion is created.
  • New Customer — Triggers when a new customer is created.
  • New Payment — Triggers when a new affiliate payment is created.

Actions (12)

Things Salesflare can make it do

  • Add Commission to Conversion — Adds a new Commission to an existing Conversion. This is useful for recurring subscription work flows.
  • Create Conversion — Creates a conversion.
  • Create Customer — Creates a customer.
  • Find or Add an Affiliate to a Program — Find or Add an Affiliate to a Program
  • Find or Create an Affiliate — Find or Create an Affiliate
Show 7 more actions
  • Find or Create an Affiliate Prospect — Find or Create an Affiliate Prospect
  • Find or create conversion — Find or create conversion
  • Find or create customer — Find or create customer
  • Set Affiliate Group — Sets the affiliate group for an affiliate.
  • Set Parent Affiliate — Sets an affiliate as the parent affiliate of another affiliate. This is useful when you are making use of Tapfiliate's Multi Level Marketing (MLM) feature.
  • Update Commission Approval Status — Approves or Disapproves a Commission.
  • Update Customer Status — Cancels or Uncancels a Customer.

Searches (5)

Look up existing records

  • Find Affiliate — Finds an affiliate.
  • Find Affiliate Prospect — Finds an affiliate prospect.
  • Find Affiliate in Program — Finds an affiliate in a certain program. Searching for affiliates in a program has the benefit of the affiliates referral link being returned.
  • Find Conversion — Finds a conversion by external ID.
  • Find Customer — Finds a Customer by Customer ID.

Tapfiliate operations on Make

Triggers (8)

Start a workflow when this happens

  • Watch Affiliate Prospects — Triggers when a new affiliate prospect is created.
  • Watch Approved Affiliates in Program — Triggers when an affiliate is approved for one of your programs.
  • Watch Conversions — Triggers when a new conversion is created.
  • Watch Customers — Triggers when a new customer is created.
  • Watch New Affiliates — Triggers when a new affiliate account is created.
Show 3 more triggers
  • Watch New Affiliates in Program — Triggers when an affiliate is added to a program.
  • Watch Payments — Triggers when a new affiliate payment is created.
  • Watch Promoted Affiliate Prospects — Triggers when a new affiliate prospect is promoted to affiliate.

Actions (19)

Things Salesflare can make it do

  • Create a Conversion — Creates a conversion.
  • Create a Customer — Creates a customer.
  • Create an Affiliate — Creates an affiliate.
  • Create an Affiliate Prospect — Creates an affiliate prospect.
  • Delete a Conversion — Deletes a conversion.
Show 14 more actions
  • Delete a Customer — Deletes a customer.
  • Delete an Affiliate — Deletes an affiliate.
  • Get Metadata — Gets the metadata of the selected object.
  • Get a Conversion — Gets information about a conversion.
  • Get a Customer — Gets information about a customer.
  • Get an Affiliate — Gets information about an affiliate.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Set Affiliate Group — Sets the affiliate group of an affiliate.
  • Set Metadata — Sets the metadata of the selected object.
  • Set Parent Affiliate — Sets the parent affiliate for an affiliate (MLM).
  • Update Commission Approval Status — Approves or disapproves a commission.
  • Update Customer Status — Cancels or uncancels a customer.
  • Update a Conversion — Updates information about a conversion.
  • Update a Customer — Updates a customer's information.

Searches (3)

Look up existing records

  • List Affiliates — Retrieves a list of affiliates.
  • List Conversions — Retrieves a list of conversions.
  • List Customers — Retrieves a list of customers.

Similar apps

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free