Redtail CRM + Tapfiliate

Redtail CRM + Tapfiliate integrations

Create Tapfiliate customers from new Redtail CRM contacts

Easily connect your Redtail CRM and Tapfiliate apps with this seamless workflow. Whenever a new contact is created in Redtail CRM, this automation will swiftly create a customer in Tapfiliate, keeping both platforms up-to-date and organized. By streamlining this process, you can save time and focus on increasing your affiliate reach without worrying about manual data entry.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create CustomerCreates a customer.
ActionWrite

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More things you can do with Redtail CRM and Tapfiliate

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

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Program
  Required
Trigger
Instant
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New Affiliate Prospect
Triggers when a new affiliate prospect is created (i.e. signed up or was added by you).
Trigger
Instant
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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

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Program
  Required
Trigger
Instant
Try It
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

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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Related categories

CRM (Customer Relationship Management)

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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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eCommerce

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