Dazos CRM + Tapfiliate

Dazos CRM + Tapfiliate integrations

Create referral sources in Dazos CRM for each new affiliate in Tapfiliate

Automate your affiliate management by connecting Tapfiliate and Dazos CRM. With this workflow, whenever you get a new affiliate in Tapfiliate, a referral source will be created immediately in the Dazos CRM. Streamline your processes, stay organized, and ensure every affiliate is accounted for in your CRM.

When this happens...
New AffiliateTriggers when a new affiliate is created (i.e. signed up or was added by you).
TriggerInstant
automatically do this!
Create Referral SourceCreates a Referral Source
ActionWrite

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More things you can do with Tapfiliate and Dazos CRM

Discover other triggers and actions you can use with Tapfiliate and Dazos CRM

- Program
  Required
Trigger
Instant
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New Affiliate
Triggers when a new affiliate is created (i.e. signed up or was added by you).
Trigger
Instant
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Affiliate Prospect Promoted
Triggers when a new affiliate prospect is promoted to affiliate (i.e. created a Conversion or Customer).
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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- Conversion
  Required
- Sub Amount
- Commission Type
Action
Write

- Coupon
- Referral Code
- Click ID
- Customer ID
  Required
- Initial Status
  Required
- Meta Data
- Ignore Max Cookie Time
Action
Write
- Child Affiliate
  Required
- Parent Affiliate
  Required
Action
Write

- Id
  Required
- Action
  Required
Action
Write
- Program
  Required
- Affiliate Email
  Required
Action
Search
- External ID
  Required
Action
Search
- Email
  Required
- Affiliate ID
- Last Name
  Required
- First Name
  Required
- Password
Action
Search or write
- Email
  Required
- Affiliate Prospect ID
- Last Name
  Required
- First Name
  Required
Action
Search or write
- Customer ID
  Required
- Coupon
- Referral Code
- Click ID
- Initial Status
  Required
- Meta Data
- Ignore Max Cookie Time
Action
Search or write
Lead Updated
Trigger a Zap when a Lead gets updated
Trigger
Polling
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New Lead Created
Triggers when a new Lead is created.
Trigger
Polling
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New Outbound Referral
Triggers when a new Outbound Referral is created.
Trigger
Polling
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Opportunity Admitted
Triggers when an Opportunity gets changed to Admitted.
Trigger
Polling
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Opportunity Updated
Triggers when an Opportunity is updated.
Trigger
Polling
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Sales Stage Changes
trigger a Zap when an Opportunity’s Sales Stage changes
Trigger
Polling
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Create Lead
Creates a new Lead
Action
Write
Create Referral Source
Creates a Referral Source
Action
Write
Find Account
Finds an Account.
Action
Write
Find Opportunity
Find or Create an Account / Opportunity
Action
Write
Recieve Input Only
Used to receive the input and check if request comes properly, mainly used to test zap
Action
Write
- ID
  Required
- PAA Status
  Required
Action
Write

- Program
  Required
Trigger
Instant
Try It
New Affiliate Prospect
Triggers when a new affiliate prospect is created (i.e. signed up or was added by you).
Trigger
Instant
Try It
New Conversion
Triggers when a new conversion is created.
Trigger
Instant
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New Payment
Triggers when a new affiliate payment is created.
Trigger
Instant
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- Customer ID
- Referral Code
- Coupon
- Click ID
- Amount
- Commission Type
- External ID
- Meta Data
- Ignore Max Cookie Time
Action
Write
- Group
  Required
- Affiliate
  Required
Action
Write
- Commission ID
  Required
- Status
  Required
Action
Write
- Email
- Affiliate ID
Action
Search
- Email
- Affiliate Prospect ID
Action
Search
- Customer ID
  Required
Action
Search
- Program
  Required
- Affiliate Email
  Required
- Affiliate Id
  Required
- Approved
- Coupon
- Send Welcome Email
Action
Search or write
- External ID
  Required
- Customer ID
- Referral Code
- Coupon
- Click ID
- Amount
- Commission Type
- Meta Data
- Ignore Max Cookie Time
Action
Search or write
Admitted Status Change
Trigger a Zap when a patient’s Admitted Status changes
Trigger
Polling
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Lead Converted to Opportunity
Triggers when a Lead is Converted to an Account/Opportunity.
Trigger
Polling
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New Opportunity
Triggers when a new Opportunity is created.
Trigger
Polling
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New Referral Source
Triggers when a new Referral Source is created.
Trigger
Polling
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Opportunity Discharged
Triggers when an Opportunity gets discharged.
Trigger
Polling
Try It
Outbound Referral Updated
Triggers when an Outbiund Referral is updated.
Trigger
Polling
Try It
Create Account
Creates an Account
Action
Write
Create Opportunity
Creates a new Account and Opportunity or just a new Opportunity for an existing Account.
Action
Write
Create VOB
Creates a new VOB,
Action
Write
Find Lead
Find or Create Lead
Action
Write
Find Referral Source
Find or Create Referral Source
Action
Write
- ID
  Required
- Sales Stage
  Required
Action
Write
- ID
  Required
- VOB status
  Required
Action
Write

About Dazos CRM

For organizations who value every single lead, our advanced CRM empowers true oversight of your entire admissions and marketing departments.

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About Tapfiliate

Tapfiliate is cloud based affiliate tracking software. It enables you to create, track and optimize your own affiliate programs.

HelpHelp

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