> ## Documentation Index
> Fetch the complete documentation index at: https://support.tapfiliate.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Automate Tapfiliate Workflows with Zapier and Make

> This guide walks you through using Zapier and Make to automate common workflows in Tapfiliate.

November 9, 2026

In this article, we will cover:

1. [Why automating Tapfiliate workflows is useful](#h_8dc622a54a)
2. [What you need before setting up automation](#h_9e04585811)
3. [Supported Tapfiliate events and actions](#h_0d6ac6e2b0)
4. [Common Zapier use cases with Tapfiliate](#h_2c58847d90)
5. [Common Make use cases with Tapfiliate](#h_79295910fb)
6. [Using Zapier and Make to Track Conversions from Your Own Platform](#h_a17c64adc5)
7. [Best practices for Tapfiliate automation](#h_fb047fad4a)

***

## Automation Overview

Tapfiliate can be connected to hundreds of external tools using **Zapier** and **[Make](https://www.make.com/en/integrations/tapfiliate?utm_source=tapfiliate-app\&utm_medium=partner\&utm_campaign=partner-listing)**. 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](http://zapier.com) and/or [Make](https://www.make.com/en/integrations/tapfiliate?utm_source=tapfiliate-app\&utm_medium=partner\&utm_campaign=partner-listing) 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](https://support.tapfiliate.com/advanced-configurations-automation/launch-plan/trigger-emails.md) for details.\

**[Make](https://www.make.com/en/integrations/tapfiliate?utm_source=tapfiliate-app\&utm_medium=partner\&utm_campaign=partner-listing) Modules**\

[Make](https://www.make.com/en/integrations/tapfiliate?utm_source=tapfiliate-app\&utm_medium=partner\&utm_campaign=partner-listing) 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](https://zapier.com/apps/gmail/integrations/tapfiliate) or an email marketing tool
* Add the affiliate to an onboarding email sequence

This ensures every affiliate receives consistent onboarding without manual effort.

![](https://mintcdn.com/tapfiliate-help/MVkOJeNPAETB-f-T/images/13389922/01-662d57cc-c078-40a0-8c7a-6216a2b7d81d.png?fit=max\&auto=format\&n=MVkOJeNPAETB-f-T\&q=85\&s=32443aa17299ef048f2cb8e44a3e93f3)

**Notify Your Team About New Conversions**\

**Trigger:** New conversion registered\

**Actions:**

* Post a [message in Slack](https://zapier.com/apps/slack/integrations/tapfiliate) or Microsoft Teams

This allows your team to stay informed about affiliate performance in real time.

![](https://mintcdn.com/tapfiliate-help/MVkOJeNPAETB-f-T/images/13389922/02-5bdc697e-b410-4e11-bf22-45cd7d81f74d.png?fit=max\&auto=format\&n=MVkOJeNPAETB-f-T\&q=85\&s=d67f0895eec1e979656a12eecba7f88b)

**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.

![](https://mintcdn.com/tapfiliate-help/MVkOJeNPAETB-f-T/images/13389922/03-3801da94-32ef-4bb3-b502-2550f90f31c8.png?fit=max\&auto=format\&n=MVkOJeNPAETB-f-T\&q=85\&s=c419351eec988e93891047ddb2df78f8)

**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](https://support.tapfiliate.com/core-program-functions/program-management/how-to-run-referral-program-with-tapfiliate.md). 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](https://zapier.com/apps/tapfiliate/integrations) 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](https://www.make.com/en/templates/7256-add-mailgun-mailing-list-members-for-new-affiliates-in-tapfiliate)\

**Automate Conversion Reporting**\

**Trigger:** Scheduled scenario\

**Scenario:**

* Retrieve conversions from Tapfiliate
* Aggregate totals by affiliate or date
* [Export results to Google Sheets](https://www.make.com/en/templates/6625-add-a-new-row-to-a-google-sheets-spreadsheet-from-a-new-conversion-in-tapfiliate) or a reporting tool

This eliminates manual reporting and reduces errors.

![](https://mintcdn.com/tapfiliate-help/MVkOJeNPAETB-f-T/images/13389922/04-058fc3fa-2557-4eb7-be6f-7db4e6764b3d.png?fit=max\&auto=format\&n=MVkOJeNPAETB-f-T\&q=85\&s=ee0631f3a8475da91bceab2a791f7b88)

***

## Using Zapier and Make to Track Conversions from Your Own Platform

In addition to reacting to events *inside* Tapfiliate, Zapier and [Make](https://www.make.com/en/integrations/tapfiliate?utm_source=tapfiliate-app\&utm_medium=partner\&utm_campaign=partner-listing) 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](https://www.make.com/en/integrations/tapfiliate?utm_source=tapfiliate-app\&utm_medium=partner\&utm_campaign=partner-listing).

### 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](https://zapier.com/apps/kajabi/integrations/tapfiliate) or [Make](https://www.make.com/en/integrations/tapfiliate?utm_source=tapfiliate-app\&utm_medium=partner\&utm_campaign=partner-listing)

![](https://mintcdn.com/tapfiliate-help/MVkOJeNPAETB-f-T/images/13389922/05-4b75ad26-1c6a-4bcb-b675-e8c62fe4f41a.png?fit=max\&auto=format\&n=MVkOJeNPAETB-f-T\&q=85\&s=30d8b442ab5e7f9ce1926e66818fc83d)

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.

![](https://mintcdn.com/tapfiliate-help/MVkOJeNPAETB-f-T/images/13389922/06-6cf8bae8-8c23-4af4-901b-feb1bf23fe5f.png?fit=max\&auto=format\&n=MVkOJeNPAETB-f-T\&q=85\&s=456e7b78fb7a60d854b6e1000fde77f6)

### Track Subscription or Recurring Events

**Trigger:** Subscription event in your billing system (e.g. first payment, renewal, upgrade)\

**Actions:**

* [Create or update a conversion](https://zapier.com/apps/stripe/integrations/tapfiliate) in Tapfiliate

This enables affiliate tracking for SaaS products and recurring revenue models.

![](https://mintcdn.com/tapfiliate-help/MVkOJeNPAETB-f-T/images/13389922/07-82697495-cec5-46d3-ad2e-1a7105b82b40.png?fit=max\&auto=format\&n=MVkOJeNPAETB-f-T\&q=85\&s=c445df5639e1711b868664893e231192)

### 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](https://www.make.com/en/integrations/tapfiliate?utm_source=tapfiliate-app\&utm_medium=partner\&utm_campaign=partner-listing)
* 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](https://www.make.com/en/integrations/tapfiliate?utm_source=tapfiliate-app\&utm_medium=partner\&utm_campaign=partner-listing) automations with Tapfiliate, or want advice on the best workflow for your use case, contact **[support@tapfiliate.com](mailto:support@tapfiliate.com)**. Our team is happy to help you automate your affiliate program efficiently.

***


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