Microsoft Dynamics 365 CRM + Tapfiliate

Create Tapfiliate customers from new Microsoft Dynamics 365 CRM contacts

Effortlessly streamline your customer onboarding process with this automation. When a new contact is created in Microsoft Dynamics 365 CRM, this workflow will take care of creating a new customer in Tapfiliate. Save time, reduce manual data entry errors, and ensure that your affiliate platform is always up-to-date with your CRM contacts.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Customer
Creates a customer.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- ProgramRequired
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
Try It
New Payment
Triggers when a new affiliate payment is created.
Trigger
Instant
Try It
- Customer ID
- Referral Code
- Coupon
- Click ID
- Amount
- Commission Type
- External ID
- Meta Data
- Ignore Max Cookie Time
Action
Write
- GroupRequired
- AffiliateRequired
Action
Write
- Commission IDRequired
- StatusRequired
Action
Write
- Email
- Affiliate ID
Action
Search
- Email
- Affiliate Prospect ID
Action
Search
- Customer IDRequired
Action
Search
- ProgramRequired
- Affiliate EmailRequired
- Affiliate IdRequired
- Approved
- Coupon
- Send Welcome Email
Action
Search or write
- EmailRequired
- Affiliate Prospect ID
- Last NameRequired
- First NameRequired
Action
Search or write
- External IDRequired
- Customer ID
- Referral Code
- Coupon
- Click ID
- Amount
- Commission Type
- Meta Data
- Ignore Max Cookie Time
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- ProgramRequired
Trigger
Instant
Try It
New Affiliate
Triggers when a new affiliate is created (i.e. signed up or was added by you).
Trigger
Instant
Try It
Affiliate Prospect Promoted
Triggers when a new affiliate prospect is promoted to affiliate (i.e. created a Conversion or Customer).
Trigger
Instant
Try It
New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
- ConversionRequired
- Sub Amount
- Commission Type
Action
Write
- Coupon
- Referral Code
- Click ID
- Customer IDRequired
- Initial StatusRequired
- Meta Data
- Ignore Max Cookie Time
Action
Write
- Child AffiliateRequired
- Parent AffiliateRequired
Action
Write
- IdRequired
- ActionRequired
Action
Write
- ProgramRequired
- Affiliate EmailRequired
Action
Search
- External IDRequired
Action
Search
- EmailRequired
- Affiliate ID
- Last NameRequired
- First NameRequired
- Password
Action
Search or write
- ProgramRequired
- Affiliate EmailRequired
- Affiliate IdRequired
- Approved
- Coupon
- Send Welcome Email
Action
Search or write
- External ID
- Customer ID
- Referral Code
- Coupon
- Click ID
- Amount
- Commission Type
- Meta Data
- Ignore Max Cookie Time
Action
Search or write
- Customer IDRequired
- Coupon
- Referral Code
- Click ID
- Initial StatusRequired
- Meta Data
- Ignore Max Cookie Time
Action
Search or write

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn more Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Tapfiliate

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

Learn more Help

Related categories

eCommerce

Similar apps

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eCommerce

SendOwl

eCommerce

PRODUCTS

CAPABILITIES

By team

Microsoft Dynamics 365 CRM + Tapfiliate

Create Tapfiliate customers from new Microsoft Dynamics 365 CRM contacts

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Affiliate Approved for Program

ProgramRequired

New Affiliate Prospect

New Conversion

New Payment

Create Conversion

Customer ID

Referral Code

Coupon

Click ID

Amount

Commission Type

External ID

Meta Data

Ignore Max Cookie Time

Set Affiliate Group

GroupRequired

AffiliateRequired

Update Commission Approval Status

Commission IDRequired

StatusRequired

Find Affiliate

Email

Affiliate ID

Find Affiliate Prospect

Email

Affiliate Prospect ID

Find Customer

Customer IDRequired

Find or Add an Affiliate to a Program

ProgramRequired

Affiliate EmailRequired

Affiliate IdRequired

Approved

Coupon

Send Welcome Email

Find or Create an Affiliate Prospect

EmailRequired

Affiliate Prospect ID

Last NameRequired