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November 9, 2026
In this article, we will cover:
  1. Why automating Tapfiliate workflows is useful
  2. What you need before setting up automation
  3. Supported Tapfiliate events and actions
  4. Common Zapier use cases with Tapfiliate
  5. Common Make use cases with Tapfiliate
  6. Using Zapier and Make to Track Conversions from Your Own Platform
  7. Best practices for Tapfiliate automation

Automation Overview

Tapfiliate can be connected to hundreds of external tools using Zapier and Make. These automation platforms listen for events in Tapfiliate (such as a new affiliate or conversion) and trigger actions in other tools like CRMs, email platforms, spreadsheets, and messaging apps.
Automation is especially useful for:
  • Affiliate onboarding and communication
  • Internal notifications and alerts
  • Reporting and data synchronization
  • Finance and payout workflows

Prerequisites for Automation

Before getting started, make sure you have:
  • A Tapfiliate advertiser account
  • Admin access to your Tapfiliate program
  • A Zapier and/or Make account
  • Access to the third‑party tools you want to connect (e.g. Slack, Google Sheets, email tools)

Supported Tapfiliate Triggers and Actions

Zapier Triggers
When using Zapier, Tapfiliate can trigger automations based on events such as:
  • New affiliate created
  • New conversion registered
  • New affiliate payment
  • Affiliate updated
These triggers can then be connected to actions in other apps, such as sending emails, creating records, or posting messages.
Note: each time a Zap fires on a Tapfiliate event, it counts toward your plan’s triggers limit, just like the triggers on the Triggers page. See Trigger emails for details.
Make Modules
Make offers a Tapfiliate integration with modules that allow you to:
  • Create affiliates
  • Retrieve affiliate or conversion data
  • Create conversions
  • Create affiliate or customer prospects
  • Delete affiliates or conversions
These modules can be combined into advanced scenarios with filters, routers, and data transformations.

Common Zapier Use Cases with Tapfiliate

Automatically Welcome New Affiliates
Trigger: New affiliate created in Tapfiliate
Actions:
  • Send a welcome email via Gmail or an email marketing tool
  • Add the affiliate to an onboarding email sequence
This ensures every affiliate receives consistent onboarding without manual effort. Notify Your Team About New Conversions
Trigger: New conversion registered
Actions: This allows your team to stay informed about affiliate performance in real time. Sync Affiliates to Google Sheets
Trigger: New affiliate created or updated
Actions:
  • Add or update a row in Google Sheets
This creates a live overview of affiliates that can be used for reporting or internal tracking.
Add Customers to Your CRM
Trigger: New customer created
Actions:
  • Create or update a contact in your CRM
This helps align customer data with your sales or partner management processes. Turn New Customers into Affiliate Prospects
Trigger: New customer or sign-up in your platform
Actions:
  • Create the prospect with the Find or Create an Affiliate Prospect action (email, first name and last name are required)
Each new prospect gets a referral link and appears in your list of prospects, ready for affiliate recruitment. The Find Affiliate Prospect action on its own only searches for an existing prospect; it creates one only if you enable Zapier’s option to create the prospect when it isn’t found.
Our Tapfiliate page on Zapier contains additional pre-made zaps.
Note: Please note that integrations with Zapier are custom integrations, and may require developers assistance to set up.

Common Make Use Cases with Tapfiliate

Sync Affiliate Data Across Multiple Tools
Trigger: New affiliate or scheduled data fetch
Scenario:
  • Retrieve affiliate data from Tapfiliate
  • Transform or enrich the data
  • Sync it to a CRM, email platform, and internal database
This ensures data consistency across systems.
Example: Adding mailgun mailing list for Tapfiliate affiliates
Automate Conversion Reporting
Trigger: Scheduled scenario
Scenario: This eliminates manual reporting and reduces errors.

Using Zapier and Make to Track Conversions from Your Own Platform

In addition to reacting to events inside Tapfiliate, Zapier and Make can also be used to send events from your own website or platform to Tapfiliate.
This setup is useful when your product or checkout flow does not support Tapfiliate tracking scripts directly, or when conversions happen in a backend system, custom app, or third‑party platform.
In these cases, your system triggers an automation that creates a conversion in Tapfiliate using Zapier or Make.

Common Conversion Tracking Use Cases

Track Conversions from a Custom Website or App
Trigger: Event in your platform (e.g. order completed, subscription activated)
Actions:
  • Send conversion data (amount, customer ID, external reference)
  • Create a conversion in Tapfiliate via Zapier or Make
This allows Tapfiliate to attribute the conversion to the correct affiliate even when tracking happens server‑side.

Track Offline or Manual Conversions

Trigger: New record added in a CRM or internal system
Actions:
  • Create a conversion in Tapfiliate
This is useful for sales that happen outside of a standard online checkout, such as phone sales or invoiced deals.

Track Subscription or Recurring Events

Trigger: Subscription event in your billing system (e.g. first payment, renewal, upgrade)
Actions: This enables affiliate tracking for SaaS products and recurring revenue models.

Track Platform‑Specific Events

Trigger: Event in a third‑party platform (e.g. course completion, booking confirmed)
Actions:
  • Send event data through Zapier or Make
  • Register the conversion in Tapfiliate
This allows affiliates to be rewarded for non‑ecommerce actions that still represent value.

Best Practices for Tapfiliate Automation

  • Start with a single, clear use case before adding complexity
  • Test automations thoroughly before relying on them
  • Monitor automation runs and error logs regularly
  • Document your workflows for internal reference
  • Review automations whenever you change program settings or integrations
Need More Help?
If you need help setting up Zapier or Make automations with Tapfiliate, or want advice on the best workflow for your use case, contact support@tapfiliate.com. Our team is happy to help you automate your affiliate program efficiently.