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Tapfiliate Make integrationAutomate Tapfiliate with Make.
How much of your affiliate program still runs on copy and paste? The Tapfiliate Make integration gives you 30 modules, including 8 instant triggers, to move affiliates, conversions and customers around without code. This guide connects your account and builds a first scenario with you.
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What can the Tapfiliate Make integration do for your program?
The Tapfiliate Make integration links your Tapfiliate account to Make, a no-code tool where you build a scenario: a chain of steps that runs on its own. Each step is a module. Tapfiliate brings 30 of them: 8 instant triggers that react to events in your program, 19 actions that create or change records, and 3 searches that pull lists.
Commission review without the inbox. For a SaaS company paying partners on subscriptions, Watch Conversions can push each new conversion to your finance team the moment Tapfiliate records it. Once someone checks it, Update Commission Approval Status approves or disapproves the commission from the same scenario.
Partner tiers that sort themselves. When Watch Approved Affiliates in Program fires, Set Affiliate Group drops the person into the right tier, and Set Metadata can tag them with the channel they came from. Nobody has to open the dashboard for routine onboarding.
Sales from your own checkout. A scenario can start from another app, such as your billing or shop tool, and call Create a Conversion or Create a Customer so Tapfiliate credits the right partner.
Some things stay outside the listed modules. You can watch payments, but no module creates or edits one, and there is no search for prospects. For those gaps, Make an API Call reaches the rest of the Tapfiliate API with the same connection. If your team already works in n8n, the Tapfiliate n8n integration page covers the node there, and n8n vs Make lays out the differences. New to the editor? The Make training starts from zero.
How do you connect Tapfiliate to Make?
- 01
Open Tapfiliate first
Log in to your Tapfiliate account in the same browser. Then, in Make, add any Tapfiliate module to a scenario. Make will ask for a connection, which is your Tapfiliate account linked once and reused by every Tapfiliate module.
- 02
Name the connection
Click Add next to the Connection field. Type something recognizable in Connection name, like the program or brand it belongs to, and click Save.
- 03
Enter your domain and allow access
Make asks for your Tapfiliate domain. Enter it and click Continue. Tapfiliate then shows an approval screen: click Allow and you land back in Make with the connection ready.
Your first scenario: file every new affiliate in the right group
GoalWhen a new affiliate account is created in Tapfiliate, Make puts it in the affiliate group you chose.
- 01
Create the scenario
From the Scenarios page, create a new scenario and click the big +. That empty circle is where your first module, the trigger, goes.
- 02
Add Watch New Affiliates
Search for Tapfiliate, pick Watch New Affiliates and choose your connection (or Create a connection if you skipped the section above). Make sets up the webhook in Tapfiliate for you.
- 03
Add Set Affiliate Group
Click the + on the right of the trigger and pick Set Affiliate Group. Map the affiliate from the trigger's output, then fill in the group you want new partners to land in.
- 04
Test with Run once
Click Run once, then create a test affiliate in Tapfiliate. Each module shows the bundle it received, meaning the record that passed through, so you can confirm the right affiliate moved.
- 05
Switch it on
Turn the scenario on. Because the trigger is instant, Make runs it whenever Tapfiliate calls the webhook. Each module run counts as one operation on your Make plan.
What can start a Tapfiliate scenario?
8 modules start a scenario when something happens in Tapfiliate. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Tapfiliate as soon as it happens.
Watch Affiliate Prospects
Instant triggerIn Make“Triggers when a new affiliate prospect is created.”
A new affiliate prospect is created in Tapfiliate and this trigger hands their record straight to your scenario. It fits programs that screen people before letting them promote anything, since you see each applicant while they are still a prospect.
Watch Approved Affiliates in Program
Instant triggerIn Make“Triggers when an affiliate is approved for one of your programs.”
Approval is the moment a partner can actually start earning, and this trigger catches it for any of your programs. Your scenario receives the affiliate right after the yes, which makes it the natural start for welcome steps.
Watch Conversions
Instant triggerIn Make“Triggers when a new conversion is created.”
Each new conversion in Tapfiliate, the sale or signup credited to a partner, lands in your scenario through this trigger. It is the one most programs start with, because conversions are where commissions and questions come from.
Watch Customers
Instant triggerIn Make“Triggers when a new customer is created.”
Tapfiliate tracks customers referred by partners, and this trigger fires when a new one is created. Your scenario then knows which person arrived through the program, as soon as they exist in Tapfiliate.
Watch New Affiliates
Instant triggerIn Make“Triggers when a new affiliate account is created.”
This one watches the affiliate accounts themselves: every time a new account is created in Tapfiliate, the scenario gets it. It is broader than the program triggers, since it does not wait for someone to join a specific program.
Watch New Affiliates in Program
Instant triggerIn Make“Triggers when an affiliate is added to a program.”
When an affiliate is added to one of your programs, this trigger passes them along. If you run several programs, say one for creators and one for agencies, that is the signal that tells you which door they came through.
Watch Payments
Instant triggerIn Make“Triggers when a new affiliate payment is created.”
Payouts to partners are the part accountants care about most, and this trigger reports each new affiliate payment Tapfiliate creates. Your scenario receives it, ready to be filed or announced.
Watch Promoted Affiliate Prospects
Instant triggerIn Make“Triggers when a new affiliate prospect is promoted to affiliate.”
Promotion turns a prospect into a real affiliate, and this trigger fires at that exact step. The scenario gets someone you already screened, now allowed to share links.
What can Make do in Tapfiliate?
Tapfiliate gives you 22 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
- Create a Conversion
- Create a Customer
- Create an Affiliate
- Create an Affiliate Prospect
- Delete a Conversion
- Delete a Customer
- Delete an Affiliate
- Get a Conversion
- Get a Customer
- Get an Affiliate
- Get Metadata
- Make an API Call
- Set Affiliate Group
- Set Metadata
- Set Parent Affiliate
- Update a Conversion
- Update a Customer
- Update Commission Approval Status
- Update Customer Status
- List Affiliates
- List Conversions
- List Customers
Create a Conversion
ActionIn Make“Creates a conversion.”
Records a conversion in Tapfiliate from outside, so a sale that happened in another tool still earns the partner their credit. The scenario usually starts with the other app's trigger.
Create a Customer
ActionIn Make“Creates a customer.”
Adds a customer to Tapfiliate, straight from another tool. Handy when the signup happens in a tool Tapfiliate does not see directly, like a trial form.
Create an Affiliate
ActionIn Make“Creates an affiliate.”
Opens an affiliate account in Tapfiliate from data your scenario already holds. Partners recruited elsewhere, through a form or a signed agreement, get their account without anyone typing it again.
Create an Affiliate Prospect
ActionIn Make“Creates an affiliate prospect.”
Puts someone in Tapfiliate as a prospect, a candidate who is not yet allowed to promote. You keep the review step while skipping the manual entry.
Delete a Conversion
ActionIn Make“Deletes a conversion.”
Removes a conversion from Tapfiliate. It is the cleanup tool for test orders, duplicates or refunds that should never have counted toward a partner.
Delete a Customer
ActionIn Make“Deletes a customer.”
Erases a customer record in Tapfiliate. Useful when a data request or a test run leaves a customer that should not stay tied to your program.
Delete an Affiliate
ActionIn Make“Deletes an affiliate.”
Removes an affiliate account from Tapfiliate. It closes the loop when a partnership ends or when a duplicate account slipped in through a form.
Get a Conversion
ActionIn Make“Gets information about a conversion.”
Fetches the details of one conversion you already know about. Other modules often hand you only a reference, and this step fills in the rest before you act.
Get a Customer
ActionIn Make“Gets information about a customer.”
Reads one customer's record from Tapfiliate. It gives your scenario the full picture of a referred buyer so the next module can decide what to do with them.
Get an Affiliate
ActionIn Make“Gets information about an affiliate.”
Pulls the full profile of a single affiliate. A trigger or a form often carries only an identifier, and this module turns it into something your team can read.
Get Metadata
ActionIn Make“Gets the metadata of the selected object.”
Reads the metadata stored on the object you select in Tapfiliate. Metadata is your own extra information, such as a source channel or an internal code, kept alongside the record.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Calls any endpoint of the Tapfiliate API using the connection you already made. It is the escape hatch when the listed modules do not cover a task.
Set Affiliate Group
ActionIn Make“Sets the affiliate group of an affiliate.”
Assigns an affiliate to a group in Tapfiliate. Groups are how many programs separate tiers, regions or partner types without building separate programs.
Set Metadata
ActionIn Make“Sets the metadata of the selected object.”
Writes metadata on the object you choose, so Tapfiliate keeps extra context from your other tools. Think of it as a sticky note that later scenarios can read back.
Set Parent Affiliate
ActionIn Make“Sets the parent affiliate for an affiliate (MLM).”
Links an affiliate to a parent affiliate, the structure Tapfiliate uses for multi-level (MLM) programs. Tapfiliate then knows who recruited whom.
Update a Conversion
ActionIn Make“Updates information about a conversion.”
Changes an existing conversion's information. Orders get edited after the fact, and this keeps the partner's record aligned with what the customer finally paid.
Update a Customer
ActionIn Make“Updates a customer's information.”
Edits a customer's details in Tapfiliate. When your CRM or product holds the fresher version of a customer, this module carries it over.
Update Commission Approval Status
ActionIn Make“Approves or disapproves a commission.”
Approves or disapproves a commission. It lets the decision happen wherever your team already reviews things, and Tapfiliate follows.
Update Customer Status
ActionIn Make“Cancels or uncancels a customer.”
Cancels or uncancels a customer in Tapfiliate. Subscription businesses use it to keep Tapfiliate in step when a customer leaves or comes back.
List Affiliates
SearchIn Make“Retrieves a list of affiliates.”
Returns a list of affiliates from Tapfiliate, each one as its own bundle that flows to the next module. It is the starting point for bulk jobs across your partner base.
List Conversions
SearchIn Make“Retrieves a list of conversions.”
Retrieves a list of conversions, one bundle per conversion, which is how you look back at history rather than react to new events.
List Customers
SearchIn Make“Retrieves a list of customers.”
Pulls a list of customers from Tapfiliate, each passed on as its own bundle. It helps when you need to act on customers you did not catch with the trigger.
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