Overview
Trigger Webhooks are part of Tapfiliate’s Triggers system, allowing you to execute actions when specific affiliate-related events occur. While they’re commonly used to send real-time data to external systems (like Hubspot, or Zapier), they can also be harnessed to chain Tapfiliate events internally via Tapfiliate’s own API, enabling event-driven automations within Tapfiliate itself.
Recommended Steps to set up a trigger webhook
Create Trigger: Dashboard → Triggers → “New trigger”
Select Event: e.g., Conversion Created
Apply Filters: enforce Program, amounts, affiliate, number of conversions
Choose “Webhook (custom)”: input your endpoint, set API key
Construct Body: use merge tags to dynamically populate fields for your API call
Test & Deploy: Manually trigger the event, and confirm the second Tapfiliate event fired.
Primary usage of Webhooks
The trigger webhooks can be primarily used for two types of automation:
External Automation:
You can directly send webhooks to external endpoints for different use cases like CRM, Slack alerts, accounting tools, etc.—triggered by events like affiliate sign-ups, conversions, commission approvals, and more.Internal Event Chaining:
You can use a trigger webhook to call Tapfiliate’s own REST API, which lets one Tapfiliate event initiate another, this includes several use cases like:
Pushing an “affiliate created” event through the API to generate a commission, conversion, or customer entry.
On “customer created,” firing a webhook that creates an affiliate prospect which can essentially be used to make the customer into a potential affiliate.
Example usage of Triggers for Internal/external flows
The webhook triggers can be used to automate various flows, we are providing some of the basic flows that can be created and automated through the triggers webhooks:
1. Using triggers to sync registered affiliates to external CRM platform (Hubspot):
Use case: Immediately add or update every newly created affiliate as a contact in HubSpot CRM. This is used to directly sync anyone signing up to your affiliate program directly to your CRM without any manual intervention.
Setup:
Trigger Event:
Affiliate created— this fires whenever an affiliate is created in the system.Use the Hubspot's "create a contact" API endpoint as the url of the webhook, and add the headers and Body of the API.
You can dynamically send data in your webhook by using the "tags" available in the webhooks URL and Body.
Complete the setup and hit "test action" to test your webhook.
2. Using triggers to automate affiliate prospect creation when a customer is created (Internal API):
Use case: Immediately add or update every newly created customer as an affiliate prospect in Tapfiliate account. This adds each customer as an affiliate prospect and triggers a mail to refer their peers to become affiliates in Tapfiliate. This feature can help automate your referral process which can be used to promote your program via your customers.
Setup:
Trigger Event:
Customer created— this fires whenever a customer is created in the system.Use Tapfiliate's "create an affiliate prospect" API endpoint as the url of the webhook, and add the headers and Body of the API.
You can dynamically send data in your webhook by using the "tags" available in the webhooks URL and Body.
Complete the setup and hit "test action" to test your webhook.
You can also use the triggers feature for multiple other use cases, some notable use cases can be:
Auto-add affiliates to another program when added to a program via
/programs/{program_id}/affiliates/Reward referrals instantly by creating a commission when a conversion is created
Automatically handle refunds by updating or disapproving commissions after a conversion update
Pause large payouts by holding high-value or new-affiliate commissions via API
Trigger payment information to another platform when a balance is settled in Tapfiliate
For more information about our triggers feature, you can reach out to our support team at support@tapfiliate.com.