Webhooks and Event-Driven Workflows

In this article, we will cover:

1. Why webhooks are powerful for Tapfiliate automations
2. What you need before setting up event-driven workflows
3. Step-by-step webhook trigger setup
4. Two detailed real-world example workflows
5. How to test and verify your setup

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Tapfiliate’s Triggers & Webhooks feature allows you to automatically react when something happens in your affiliate program, such as a conversion being created or an affiliate signing up.
Instead of manually exporting data or polling the API, Tapfiliate can push event data instantly to:

• External systems (CRMs, Slack, analytics tools, etc.)
• Internal workflows using Tapfiliate’s own REST API

This enables fully automated, event-driven affiliate operations.

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Pros

• Real-time automation: Events like conversions or affiliate sign-ups propagate immediately to other systems or workflows.
• Internal event chaining: One event can natively initiate another (e.g., create a commission after an affiliate is added)
• External integrations: Sync Tapfiliate events with CRMs, support tools, internal dashboards, and more

Use Cases

• Automatically add new affiliates to an external CRM
• Create affiliate prospects when a customer is created.
• Trigger Slack or email alerts for large conversions
• Sync commission updates to accounting tools.

Prerequisites for Using Webhooks

Before setting up webhooks, make sure you have:

• A Tapfiliate account with access to Triggers
• Your Tapfiliate API key (Profile → API key)
• An endpoint URL that can receive HTTP requests
• (Optional) A tool like Zapier, Make, or a custom backend

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Step 1: Create a New Trigger

1. Go to Tapfiliate Dashboard → Triggers
2. Click New Trigger
3. Enter a title and description for your workflow

Step 2: Choose the Trigger Event

Select when the trigger should fire, for example:

• Conversion created
• Affiliate created
• Commission updated

This determines what event starts your workflow.

Step 3: Apply Filters (Optional)

You can limit when the trigger fires, such as:

• Only for a specific program
• Only if commission value is above a certain amount

Filters help avoid unnecessary webhook calls.

Step 4: Choose the Webhook Action

Under Do the following…, choose one of the following:

• Webhook - sends a predefined payload
• Webhook (custom) - lets you define headers and payload structure

Use Webhook (custom) when you need authentication headers or a specific JSON format.

Step 5: Configure the Webhook

• Enter the destination URL (a public http:// or https:// address; requests to private or internal network addresses are blocked)
• (Optional) Add headers like Authorization or Content-Type
• Use merge tags to include dynamic Tapfiliate data in the payload

Step 6: Save and Test

• Save the trigger
• Use Test action to verify the webhook fires correctly

Note: the current test limit is set to 20 requests/day.

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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:

1. Trigger Event: Affiliate created - this fires whenever an affiliate is created in the system.
2. Use the Hubspot’s “create a contact” API endpoint as the url of the webhook, and add the headers and Body of the API.
3. You can dynamically send data in your webhook by using the “tags” available in the webhooks URL and Body.
4. Complete the setup and hit “test action” to test your webhook.

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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:

1. Trigger Event: Customer created — this fires whenever a customer is created in the system.
2. Use Tapfiliate’s “create an affiliate prospect” API endpoint as the url of the webhook, and add the headers and Body of the API.
3. You can dynamically send data in your webhook by using the “tags” available in the webhooks URL and Body.
4. Complete the setup and hit “test action” to test your webhook.

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1. Trigger a test event (create a test conversion or customer)
2. Use the Test action button in Triggers
3. Confirm the receiving system gets the payload
4. Check logs or responses for errors
5. Verify the expected action occurred (CRM entry created, prospect added, message sent, etc.)

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If you have questions about building advanced event-driven workflows, chaining internal triggers, or connecting Tapfiliate to third-party tools, contact us at support@tapfiliate.com, we’re happy to help.

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