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How to Integrate Tapfiliate with Slack

This article provides information on connecting Tapfiliate account with slack channels

Written by Nikhil Kandpal

Slack is one of the most widely used team communication platforms, and connecting it with Tapfiliate lets your team get real-time notifications for affiliate activity without having to log into Tapfiliate every time. You can set up this integration using either Zapier or Make (formerly Integromat), depending on what your team already uses.
In this article:
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1. Integrating Tapfiliate with Slack via Zapier

Integration Platform Zapier

Data Flow Tapfiliate > Zapier Zap > Slack

Tapfiliate events trigger a Zapier Zap, which then performs an action in Slack. Data flows from Tapfiliate into Slack only.
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Available Tapfiliate Trigger Events

  • New Conversion: fires when a new conversion is created in Tapfiliate

  • New Customer: fires when a new customer is created

  • Conversion Approved: fires when a conversion is approved

  • Conversion Rejected: fires when a conversion is rejected

  • New Affiliate: fires when a new affiliate signs up or is added to your program

  • Affiliate Approved: fires when an affiliate is approved for one of your programs

Available Slack Action Events

  • Send Channel Message: post a message to a specific Slack channel

  • Send Direct Message: send a direct message to a user or yourself via Slackbot

  • Create Channel: create a new Slack channel

  • Upload File: upload a file to a channel or conversation

  • Invite User to Channel: add a user to an existing Slack channel

Step-by-Step Setup

  1. Log in to Zapier and click Create a new Zap.

  2. Set Tapfiliate as the trigger app and choose your trigger event (e.g. New Conversion).

  3. Connect your Tapfiliate account and test the trigger to pull in sample data.

  4. Click + to add an action step and search for Slack.

  5. Select your desired Slack action (e.g. Send Channel Message).

  6. Connect your Slack account and select the channel you want to post to.

  7. Compose your message using the data fields pulled from Tapfiliate (e.g. affiliate name, conversion value, referral code).

  8. Test the step to confirm the message posts correctly in Slack, then publish your Zap.

πŸ’‘ Tip: Use Zapier's built-in formatter to clean up how conversion values appear in your Slack message, for example displaying "$250.00" instead of a raw decimal number.

2. Integrating Tapfiliate with Slack via Make

Integration Platform Make (formerly Integromat)

Data Flow Tapfiliate > Make Scenario > Slack

Tapfiliate triggers a Make scenario, which then performs an action in Slack.

Available Tapfiliate Trigger Modules in Make

  • Watch Conversions: triggers when a new conversion is created in Tapfiliate

  • Watch Customers: triggers when a new customer is created in Tapfiliate

Available Slack Action Modules in Make

  • Send a Message: post a message to a specific Slack channel

  • Send a Direct Message: send a direct message to a Slack user

  • Create a Channel: create a new channel in your Slack workspace

  • Upload a File: upload a file to a Slack channel or conversation

  • Invite a User to a Channel: add a user to an existing Slack channel

Step-by-Step Setup

  1. Log in to Make and click Create a new scenario.

  2. Search for Tapfiliate and select it as the trigger module.

  3. Choose Watch Conversions or Watch Customers depending on the event you want to track.

  4. Connect your Tapfiliate account and configure the module (select the relevant program if needed).

  5. Run the module once to pull in sample data for mapping.

  6. Click the + icon to add a new module and search for Slack.

  7. Select your desired Slack action (e.g. Send a Message).

  8. Connect your Slack account and select the target channel.

  9. Compose your message using the data fields from Tapfiliate (e.g. conversion amount, affiliate name, date).

  10. Save the scenario, turn it on, and Make will send a Slack message each time the trigger fires.

πŸ’‘ Tip: In Make, you can add filter conditions between the Tapfiliate trigger and the Slack action. For example, only send a Slack notification if the conversion value is above a certain amount, so your team only gets alerted for high-value conversions.

3. Example Workflows

Here are a few practical workflows to get you started.
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Notify your team of every new conversion New Conversion (Tapfiliate) > Zapier or Make > Send Channel Message (Slack) Your team gets a Slack message in a dedicated channel each time a conversion is recorded, including the affiliate name, conversion value, and program.
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Alert your team when a conversion is approved Conversion Approved (Tapfiliate) > Zapier > Send Channel Message (Slack) Post a confirmation to your Slack channel whenever a conversion is approved, so finance and partnership teams stay in sync without checking Tapfiliate manually.
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Welcome new affiliates New Affiliate (Tapfiliate) > Zapier > Send Channel Message (Slack) Automatically notify your partnerships team in Slack whenever someone new joins your affiliate program, so they can follow up quickly.
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Get notified of new customers via Make Watch Customers (Tapfiliate) > Make > Send a Direct Message (Slack) Send a direct Slack message to the relevant account manager each time a new customer is created, keeping the right person informed without relying on a shared channel.

4. How to Test and Verify Your Integration

  1. Trigger a test event in Tapfiliate (e.g. create a test conversion or add a test affiliate).

  2. Check your Zapier Zap history or Make scenario run log to confirm the trigger fired successfully.

  3. Look for a green checkmark or successful run status in Zapier or Make.

  4. Open Slack and verify the message, file, or channel action was completed as expected.

  5. If the message content looks off, go back and adjust your field mapping in Zapier or Make, then re-test.

⚠️ Note: Make sure the Slack bot or connected account has the right permissions for the channel you are posting to. Private channels require the bot to be explicitly invited before it can post.

Need more help? Reach out to us at support@tapfiliate.com and we'll be happy to help.

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