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Tapfiliate Zapier integrationAutomate Tapfiliate with Zapier.

The Tapfiliate Zapier integration lines up 8 triggers, 7 actions and 5 searches. Every trigger is instant: an affiliate signs up, a conversion lands, a payout goes out, and the rest of your affiliate program follows without a spreadsheet in between.

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Overview

What the Tapfiliate Zapier integration is for

Connecting Tapfiliate to Zapier automates the busywork of an affiliate program. Tapfiliate reports what happens to affiliates, prospects, conversions, customers and payouts; Zapier runs the next steps, in Tapfiliate or elsewhere: grouping an affiliate, logging a conversion, approving or rejecting a commission.

Three outcomes show up again and again. Partners sorted the moment they earn it: when a customer referral turns into a real affiliate, Affiliate Prospect Promoted starts the Zap and Set Affiliate Group moves them into the right group. Sales that flow in without copy-paste: every paid order from your checkout becomes a conversion through Create Conversion. Subscriptions tracked end to end: for a B2B SaaS billed monthly, Add Commission to Conversion pays the partner on each renewal, and Update Customer Status cancels the customer who churns.

The limits matter as much. No action creates an affiliate directly: that goes through the find-or-create variant of Find Affiliate. Nothing gets deleted either: you cancel a customer or disapprove a commission, you never erase them. And a Zap does not catch up on conversions logged before you publish it.

Comparing platforms first? The Tapfiliate n8n integration and the Tapfiliate Make integration cover the same app on the other two tools.

Vocabulary

Zapier vocabulary in one minute

Eight words, and the rest of this page reads without a hitch.

Zap
The automation you build on Zapier: a starting event, then one or more steps that run in order every time it happens.
Trigger
The event that starts the Zap: an affiliate signing up, a conversion or an affiliate payout in Tapfiliate.
Action
What the Zap does once it runs: create a conversion, change an affiliate's group, approve a commission.
Task
The unit Zapier bills: one action that completes successfully. Your plan quota counts tasks, not Zaps.
Polling vs instant
Either Zapier checks the app on a timer, or the app tells Zapier itself the moment it happens. Tapfiliate always does the latter.
Filter
A step that lets the Zap carry on only when the incoming data meets your condition, and stops the run otherwise.
Search step
A step that finds an existing affiliate, conversion or customer so the steps after it can use what it found.
Multi-step Zap
Any Zap beyond one trigger and one action. A filter, a search or a second action makes it one, and that needs a paid plan.
Cost

What it really costs

Tapfiliate is not a premium app on Zapier, so it works on the free plan.

  • Free plan100 tasks a month, unlimited Zaps
  • Steps on the free plan2: one trigger, one action
  • Instant triggers8 of 8

None of the eight triggers costs anything: a conversion or a signup coming in uses no task. What counts is each action that succeeds, one by one. A Zap that creates a customer and then a conversion spends two tasks per sale. Failed actions are not counted. The free plan gives you 100 tasks a month but stops at two steps: one trigger, one action. Many Tapfiliate actions, though, need an ID that only a search can supply. Add that search, or a filter, and the Zap becomes multi-step, which takes a paid plan. With no polling trigger, the grid below never applies to Tapfiliate.

Connect

Connect your Tapfiliate account

  1. 01

    Open your connections

    In your Zapier account, go to the Apps page and click + Add connection. Every account your Zaps rely on, Tapfiliate included, is managed from that page.

  2. 02

    Pick Tapfiliate

    In the dialog, type "Tapfiliate", select the app from the results and confirm with Add connection. A new browser tab opens so you can finish signing in.

  3. 03

    Grant access

    Sign in to Tapfiliate in that tab and give Zapier the access it asks for. You need a Tapfiliate account, plus rights on any program you do not run yourself but want a Zap to touch.

First Zap

Your first Zap with Tapfiliate

GoalEvery customer referral that turns into a real affiliate on a SaaS partner program moves straight into the referral partners group.

  1. 01

    Set the trigger

    In the editor, during Build, choose Tapfiliate and Affiliate Prospect Promoted, then pick your connection. This event fires once a prospect brings in a conversion or customer.

  2. 02

    Test the trigger

    Run the test: Zapier pulls in the three most recent promotions on the account. Pick a real one, since you will map fields from it in the steps that follow.

  3. 03

    Add a filter

    If you run several programs, click the plus icon, pick Filter and, in Configure & test, keep only the partner program. The Zap is now multi-step.

  4. 04

    Move the affiliate

    Add Set Affiliate Group, map the affiliate from the trigger and choose the referral partners group. Group and Affiliate are both required fields.

  5. 05

    Test, then publish

    Use Test to run each step once and check the affiliate's group in Tapfiliate. When it looks right, click Publish to switch the Zap on.

Triggers

The Tapfiliate triggers available in Zapier

8 events start a Zap when something happens in Tapfiliate, and 8 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Affiliate Added to Program

Instant trigger

In Zapier“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.”

An affiliate joins one of your programs, either through its signup form or because you added them yourself. Pick this trigger whenever the next steps need the affiliate's referral link, for instance to send it to them.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
an online course creator who emails every new partner their personal link on signup.
Watch out
the Program field is required, so one Zap follows one program at a time.
2

Affiliate Approved for Program

Instant trigger

In Zapier“Triggers when an affiliate is approved for one of your programs.”

As soon as you approve an affiliate for a program, Zapier hears about it. Where the added trigger fires on signup, this one waits for your own decision, which makes it a clean cue for whatever follows a yes.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
sending approved partners the brand kit and tracking guidelines for a launch.
Watch out
as with the added trigger, you must pick a program in the required Program field.
3

New Affiliate

Instant trigger

In Zapier“Triggers when a new affiliate is created (i.e. signed up or was added by you).”

Any new affiliate record starts the Zap, whether it came from a signup or a manual add, regardless of program. It is the widest view you get of partners arriving in your account.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
keeping your sales team's partner list current in the CRM.
Watch out
if you need the referral link, Affiliate Added to Program is built for that.
4

New Affiliate Prospect

Instant trigger

In Zapier“Triggers when a new affiliate prospect is created (i.e. signed up or was added by you).”

An affiliate prospect shows up in Tapfiliate, having signed up or been added by you. They are not an affiliate yet, and this trigger lets you follow them from the very first step, before any promotion.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a fitness app that thanks every member who opts into its referral scheme.
Watch out
prospects and affiliates are tracked by separate triggers.
5

Affiliate Prospect Promoted

Instant trigger

In Zapier“Triggers when a new affiliate prospect is promoted to affiliate (i.e. created a Conversion or Customer).”

A prospect becomes an affiliate because they generated a conversion or a customer. That is when the referral turns real, and the right moment to change how you talk to that person.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
moving a customer advocate into a partner tier after their first successful referral.
Watch out
prospects and affiliates have separate triggers, so this is the one that marks the move between the two.
6

New Conversion

Instant trigger

In Zapier“Triggers when a new conversion is created.”

A conversion gets created in Tapfiliate and the Zap starts with it. It is the heart of any affiliate program, the sale or signup credited to a partner, and the starting point for commission workflows.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
pinging the partnerships manager every time an affiliate brings in a deal.
Watch out
a Zap started here that creates a conversion itself will loop forever.
7

New Customer

Instant trigger

In Zapier“Triggers when a new customer is created.”

A new customer is created in Tapfiliate and the Zap starts with that record. It is the moment to open the matching file in the rest of your stack.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a B2B SaaS that opens an account record for every referred customer.
Watch out
the Tapfiliate Id of this customer is not the Customer ID from your own system.
8

New Payment

Instant trigger

In Zapier“Triggers when a new affiliate payment is created.”

Tapfiliate records a payout to an affiliate and Zapier knows right away. For finance, it signals that money went out and needs tracking somewhere other than the affiliate tool.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a finance team logging every partner payout in its bookkeeping sheet.
Watch out
these are payouts to affiliates, not payments from your customers.
Actions

The Tapfiliate actions available in Zapier

Tapfiliate gives you 7 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Add Commission to Conversion

Action

In Zapier“Adds a new Commission to an existing Conversion. This is useful for recurring subscription work flows.”

One more commission gets attached to an existing conversion. Built for subscriptions: each paid renewal earns the affiliate something without opening a new conversion.

When to use it
paying a partner on every monthly renewal of a SaaS plan.
Watch out
the Conversion field is required, and Find Conversion can locate it.
2

Create Conversion

Action

In Zapier“Creates a conversion.”

Zapier logs a conversion in Tapfiliate, so a sale closed in another tool gets credited to the right affiliate without manual entry.

When to use it
pushing every paid order from your checkout into the affiliate program.
Watch out
do not run it from a New Conversion trigger, or the Zap will keep setting itself off.
3

Create Customer

Action

In Zapier“Creates a customer.”

A customer is created in Tapfiliate with your own ID, the one from your payment tool or database, plus a starting status you pick.

When to use it
registering each referred subscriber the moment they sign up.
Watch out
Customer ID and Initial Status are required, and that Customer ID stays yours, separate from the internal Id.
4

Set Affiliate Group

Action

In Zapier“Sets the affiliate group for an affiliate.”

The chosen affiliate switches to the group you pick in Tapfiliate. Automatic sorting instead of record-by-record edits, and a natural follow-up to Affiliate Prospect Promoted.

When to use it
moving promoted customer advocates into a referral partners tier.
Watch out
Group and Affiliate are both required.
5

Set Parent Affiliate

Action

In Zapier“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.”

One affiliate becomes the parent of another, which matters when you use Tapfiliate's multi-level marketing feature.

When to use it
linking a new reseller to the agency partner that brought them in.
Watch out
Child Affiliate and Parent Affiliate are required, so double-check you have not swapped them.
6

Update Commission Approval Status

Action

In Zapier“Approves or Disapproves a Commission.”

A commission flips to approved or disapproved, depending on the status you set. Useful for clearing what meets your rules and rejecting the rest at scale.

When to use it
disapproving the commission on an order that got refunded.
Watch out
Commission ID is required and usually comes from Find Conversion.
7

Update Customer Status

Action

In Zapier“Cancels or Uncancels a Customer.”

On the affiliate side, a customer gets cancelled, or uncancelled if they were; then they return to the status that fits, such as "Active" or "Capped".

When to use it
cancelling the referral record of a customer who churns.
Watch out
the expected Id is the one Tapfiliate generated, fetched with Find Customer.
Searches

The Tapfiliate searches available in Zapier

5 search steps look for data that already exists in Tapfiliate, so a later step can use it.

A search step finds something that already exists and hands it to the steps after it. In the editor, Tapfiliate's searches sit at the bottom of the Action event list, under the SEARCH heading. Some fields offer a + Add search step button that inserts the search just before and wires its result in for you. All five searches have a find-or-create variant: the same search with a box ticked, not an extra operation.

1

Find Affiliate

SearchFind or create

In Zapier“Finds an affiliate.”

Zapier tracks down an affiliate in your account and makes them available to actions that need one, such as Set Affiliate Group.

When to use it
pulling up the partner named in a support request.
Watch out
its Find or Create an Affiliate variant creates the affiliate if missing, and that is the way to create one from a Zap.
2

Find Affiliate in Program

SearchFind or create

In Zapier“Finds an affiliate in a certain program. Searching for affiliates in a program has the benefit of the affiliates referral link being returned.”

The lookup runs inside a given program, from the affiliate's email address, and returns their referral link as a bonus.

When to use it
sending a partner the link for one specific program.
Watch out
Program and Affiliate Email are required; the Find or Add an Affiliate to a Program variant adds them if they are missing.
3

Find Affiliate Prospect

SearchFind or create

In Zapier“Finds an affiliate prospect.”

This search brings back an existing affiliate prospect so a later step can build on their record.

When to use it
checking whether a customer you invited is already among your prospects.
Watch out
the Find or Create an Affiliate Prospect variant creates them when not found, instead of halting the Zap.
4

Find Conversion

SearchFind or create

In Zapier“Finds a conversion by external ID.”

A conversion is located by its external ID, usually an order or user number, and hands over the Commission ID that approval depends on.

When to use it
rejecting the commission on a refunded order.
Watch out
External ID must match exactly; the Find or create conversion variant creates the missing conversion.
5

Find Customer

SearchFind or create

In Zapier“Finds a Customer by Customer ID.”

Starting from your Customer ID, Zapier brings back the Tapfiliate customer along with the internal Id that Update Customer Status needs.

When to use it
cancelling the referral record of a subscriber who just churned.
Watch out
Customer ID is required; the Find or create customer variant creates the customer if missing.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there and skips the steps that relied on it. Switched on, the Zap keeps going empty-handed.
  2. Create X if it doesn't exist yet?
    Ticking this box turns the search into a find-or-create: the setting above disappears and the editor asks for the fields needed to create the missing item.
  3. If multiple search results are found?
    Three ways out when several items match: keep the first one, which is the default, stop the Zap, or pass every match on at once.
When it breaks

When it breaks

Zapier links no help article specific to Tapfiliate.

The cases below combine the app's required fields with the rules every Zap follows. Most of them come down to one wrong ID. To pin down a step that misbehaves, the Zapier troubleshooting guide walks through a step-by-step method.

  • Update Customer Status hits the wrong customer

    The action expects the Id Tapfiliate generated, not the Customer ID you supplied when creating the customer. Go through Find Customer to get the right one.

  • Find Conversion comes back empty

    External ID has to match the conversion's exactly. Any difference stops the Zap by default, and the steps after it are skipped.

  • The commission never changes status

    Update Commission Approval Status requires a Commission ID. Without Find Conversion upstream, the action has no ID to update.

  • The conversion Zap loops

    A Zap started by New Conversion that creates a conversion itself sets itself off on every run, and your task count drains fast.

  • Older sales never come through

    A Zap only reacts to what happens after you publish it. Earlier conversions and affiliates stay out of reach, and catching up on them is a separate job.

  • A bulk import gets held back

    Importing a huge batch of affiliates or customers at once can trip Zapier's flood protection, which then holds that batch back.
Need help

Need help automating Tapfiliate with Zapier?

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FAQ

Tapfiliate Zapier integration FAQ

01Is the Tapfiliate Zapier integration free?
Yes, for a two-step Zap. Tapfiliate is not a premium app on Zapier, so it runs on the free plan, which includes 100 tasks a month and unlimited Zaps. The limit is the shape of the Zap: one trigger and one action. Several Tapfiliate actions, however, need an ID that only a search can provide. The moment you add that search, a filter or a second action, you need a paid plan to keep the Zap running.
02How many tasks does a Tapfiliate Zap use?
The trigger never costs a task: a conversion, a signup or a payout coming in is free on its own. Only successful actions count, each one separately. A Zap that creates a customer and then a conversion uses two tasks per sale. A failed action is not counted, and a filter that stops the Zap also skips the actions after it. To size your plan, multiply the events you expect by the number of actions in each Zap.
03Does Tapfiliate trigger Zapier in real time?
Yes, all eight triggers do. Tapfiliate tells Zapier the moment an affiliate signs up, a conversion is created or a payout goes out, and the Zap starts right away. The polling grid, 15 minutes on the free plan, applies to none of them. That is a real edge on the free plan, where other apps wait for their next check. In the editor, these Zaps show a lightning bolt, so you can confirm it before you publish anything.
04What do you need to connect Tapfiliate to Zapier?
A Tapfiliate account, plus rights on any program you do not run yourself. You connect from the Apps page in Zapier with the + Add connection button, then sign in through the tab that opens. Inside the Zap, plan for IDs: two triggers ask you to pick a program, and several actions require the ID of a customer, a conversion or a commission, which the app's searches can look up for you.
05Why can't Update Customer Status find the customer?
Because it expects the Id Tapfiliate generated, not the Customer ID you supplied when you created the customer. The fix takes one step: put Find Customer right before it, give it your Customer ID, and map the Id it returns into Update Customer Status. In the editor, Find Customer sits at the bottom of the Action event list, under SEARCH. The same logic applies to commissions, whose Commission ID comes from Find Conversion. A test run confirms it.
06What if the Tapfiliate operation you need does not exist?
Start with the find-or-create variants of the five searches: they cover creating affiliates, prospects, conversions and customers, including adding an affiliate to a program. There is no action to delete anything, though: you cancel a customer or disapprove a commission instead. If your project falls outside that, reframe it around these operations, or check what other automation platforms offer for Tapfiliate before you commit to one. Both routes are worth weighing first.
07Zapier, Make or n8n for Tapfiliate?
It depends on your criteria. Zapier fits if you want a guided editor and eight instant triggers that work on the free plan, with searches ready to fetch the IDs. On Zapier, a search before an action already makes the Zap multi-step, so it needs a paid plan. For Make or n8n, compare the operations each platform exposes for Tapfiliate with the ones you need, and weigh the tool your team already uses. Count your steps and conversion volume before you decide.
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