Tapfiliate Help & Support

What Tapfiliate Triggers and Actions are Supported?

Supported Triggers#

  • New Payment - Triggers when a new affiliate payment is created.
  • New Affiliate Prospect - Triggers when a new affiliate prospect is created (i.e. signed up or was added by you).
  • Affiliate Added to Program - Triggers when an affiliate is added to a program (i.e. signed up through your program's sign up form or was added by you). Use this trigger if you need access to the affiliate's referral link.
  • New Affiliate - Triggers when a new affiliate is created (i.e. signed up or was added by you).
  • Affiliate Prospect Promoted - Triggers when a new affiliate prospect is promoted to affiliate (i.e. created a Conversion or Customer).
  • New Customer - Triggers when a new customer is created.
  • New Conversion - Triggers when a new conversion is created.
  • Affiliate Approved for Program - Triggers when an affiliate is approved for one of your programs.

Supported Searches#

  • Find Affiliate in Program - Finds an affiliate in a certain program. Searching for affiliates in a program has the benefit of the affiliates referral link being returned.
  • Find Customer - Finds a Customer by Customer ID.
  • Find Affiliate - Finds an affiliate.
  • Find Conversion - Finds a conversion by external ID.
  • Find Affiliate Prospect - Finds an affiliate prospect.

Supported Actions#

  • Create Customer - Creates a customer.
  • Set Parent Affiliate - Sets an affiliate as the parent affiliate of another affiliate. This is useful when you are making use of Tapfiliate's Multi Level Marketing (MLM) feature.
  • Create Conversion - Creates a conversion.
  • Set Affiliate Group - Sets the affiliate group for an affiliate.
  • Update Customer Status - Cancels or Uncancels a Customer.
  • Add Commission to Conversion - Adds a new Commission to an existing Conversion. This is useful for recurring subscription work flows.
  • Update Commission Approval Status - Approves or Disapproves a Commission.
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How to Get Started with Tapfiliate on Zapier

To get started with Tapfiliate on Zapier, first you will need to click to connect your Tapfiliate account to use with your Zap.

Click to connect Tapfiliate

Next, you'll be asked to enter your Tapfiliate's API key.

Tapfiliate API Key

To locate your API Key in your Tapfiliate account, please follow these steps:

  1. Go to https://tapfiliate.com/user/api-access/
  2. Login if you are not already logged n.
  3. Copy the onscreen API key

Paste your key back into your Zapier account and then “Continue”. If your API was entered correctly your Tapfiliate account will now be successfully connected.

Tapfiliate connection successfull

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Common Problems with Tapfiliate on Zapier

Create Conversation is hitting an error#

While Click ID, Coupon, and Attribution ID are all optional, you need at least one of them in order to create a conversation in Tapfiliate.

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