In this article, we will cover:
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
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.
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:
Post a message in Slack or Microsoft Teams
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.
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.
Automate Conversion Reporting
Trigger: Scheduled scenario
Scenario:
Retrieve conversions from Tapfiliate
Aggregate totals by affiliate or date
Export results to Google Sheets or a reporting tool
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:
Create or update a conversion in Tapfiliate
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.