Apptivo + Tapfiliate Integration

Integrate Apptivo to Tapfiliate in one click, or tell Integrately AI how you want each customer handled. Track referrals, create customers, update affiliates, and manage conversions automatically.

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1.
  • Apptivo
    Case is created in Apptivo Instant
  • Apptivo
    Case is updated in Apptivo Instant
  • Apptivo
    Case is deleted in Apptivo Instant
  • Apptivo
    Contact is created in Apptivo Instant
  • Apptivo
    Contact is updated in Apptivo Instant
  • Apptivo
    Opportunity is created in Apptivo Instant
  • Apptivo
    Opportunity is updated in Apptivo Instant
  • Apptivo
    Opportunity is deleted in Apptivo Instant
  • Apptivo
    Customer is created in Apptivo Instant
  • Apptivo
    Customer is updated in Apptivo Instant
  • Apptivo
    Customer is deleted in Apptivo Instant
  • Apptivo
    Contact is deleted in Apptivo Instant
  • Apptivo
    Project is created in Apptivo Instant
  • Apptivo
    Project is updated in Apptivo Instant
  • Apptivo
    Project is deleted in Apptivo Instant
  • Apptivo
    Lead is created in Apptivo Instant
  • Apptivo
    Lead is updated in Apptivo Instant
  • Apptivo
    Lead is deleted in Apptivo Instant
  • Tapfiliate
    Affiliate is created in Tapfiliate
  • Tapfiliate
    Affiliate payment is created in Tapfiliate
  • Tapfiliate
    Affiliate prospect is created in Tapfiliate
  • Tapfiliate
    Conversion is created in Tapfiliate
  • Tapfiliate
    Commission is created in Tapfiliate
Arrow Right
2.
  • Apptivo
    Create contact in Apptivo
  • Apptivo
    Search contact in Apptivo
  • Apptivo
    Create lead in Apptivo
  • Apptivo
    Search lead by email in Apptivo
  • Apptivo
    Create customer in Apptivo
  • Apptivo
    Create opportunity in Apptivo
  • Apptivo
    Search customer by customer number in Apptivo
  • Apptivo
    Search opportunity by name in Apptivo
  • Apptivo
    Search case by Email in Apptivo
  • Tapfiliate
    Create a conversion in Tapfiliate
  • Tapfiliate
    Create a customer in Tapfiliate
  • Tapfiliate
    Search affiliate prospect in Tapfiliate
  • Tapfiliate
    Set affiliate to group in Tapfiliate
  • Tapfiliate
    Uncancel a customer in Tapfiliate
  • Tapfiliate
    Get customer by ID in Tapfiliate
  • Tapfiliate
    Cancel a customer in Tapfiliate
  • Tapfiliate
    Get conversion by ID in Tapfiliate
  • Tapfiliate
    Search affiliate in Tapfiliate
  • Tapfiliate
    Search affiliate in a program in Tapfiliate
  • Tapfiliate
    Add commission to conversion in Tapfiliate
  • Tapfiliate
    Approve commission in Tapfiliate
  • Tapfiliate
    Disapprove commission in Tapfiliate

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Ready Workflows Ready Workflows for Apptivo + Tapfiliate Integration

Create customers, track conversions, update affiliate records, and manage payments, all in just one click.

Most popular automationsmost-popular-automations
Tapfiliate + Apptivo Integration

Create Apptivo contact from new Tapfiliate affiliate

If you're an ecommerce business owner who uses Tapfiliate to power your online store, you'll be happy to know that when a new contact is created in Apptivo, this automation will automatically create a affiliate in Tapfiliate.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Connect more apps to your Apptivo + Tapfiliate flow

Sync customer records, alert your team, update financial records, and trigger follow-up actions across your stack. Pick a combination and activate it in one click.

Apptivo
Tapfiliate
+
ShopifyShopify (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
HubSpotHubSpot (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
S
A
T
Create an Apptivo customer and a Tapfiliate customer for every new Shopify order, and track sales instantly
New Shopify orders immediately create customer records in Apptivo and Tapfiliate without manual data entry.
S
A
T
When a Shopify order is paid, create an opportunity in Apptivo and add a commission in Tapfiliate
Paid Shopify orders trigger an Apptivo opportunity and credit the correct affiliate commission in Tapfiliate.
S
A
T
When a Shopify refund occurs, search customer by customer number in Apptivo and cancel a customer in Tapfiliate
Refunded orders automatically locate the Apptivo customer record and cancel the matching customer profile in Tapfiliate.
S
A
T
Use ChatGPT to summarise Shopify customer feedback, create an Apptivo case, and log a Tapfiliate conversion
ChatGPT analyses Shopify notes, creates a support case in Apptivo, and records a conversion in Tapfiliate.

Supported triggers and actions for Apptivo and Tapfiliate

Mix and match to build the exact automation you need

Apptivo
Apptivo Triggers & Actions
Instant
Case is created in Apptivo
Triggers the automation when a new case is created
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Instant
Case is updated in Apptivo
Triggers the automation when any case is updated
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Instant
Case is deleted in Apptivo
Triggers the automation when any case is deleted
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Instant
Contact is created in Apptivo
Triggers the automation when a new contact is created
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Instant
Contact is updated in Apptivo
Triggers the automation when a contact is updated
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Instant
Opportunity is created in Apptivo
Triggers the automation when any opportunity is updated
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Instant
Opportunity is updated in Apptivo
Triggers the automation when any opportunity is updated
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Instant
Opportunity is deleted in Apptivo
Triggers the automation when any opportunity is deleted
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Instant
Customer is created in Apptivo
Triggers the automation when a new customer is created
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Instant
Customer is updated in Apptivo
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Apptivo
Triggers the automation when a customer is removed from the database
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Instant
Contact is deleted in Apptivo
Triggers the automation when a contact is removed from the particular list
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Instant
Project is created in Apptivo
Triggers the automation when a new project is created
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Instant
Project is updated in Apptivo
Triggers the automation when a project is updated
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Instant
Project is deleted in Apptivo
Triggers the automation when a project is deleted
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Instant
Lead is created in Apptivo
Triggers the automation when a new lead is created
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Instant
Lead is updated in Apptivo
Triggers the automation when the lead information is updated
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Instant
Lead is deleted in Apptivo
Triggers the automation when a lead is removed from the system
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Create contact in Apptivo
Adds a new contact to the database
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Search contact in Apptivo
Finds and retrieves contact information
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Create lead in Apptivo
Generates new leads for potential customers
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Search lead by email in Apptivo
Retrieves information for a particular lead using their email
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Create customer in Apptivo
Adds a new customer to the database
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Create opportunity in Apptivo
Creates a new instance of the support system
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Search customer by customer number in Apptivo
Retrieves customer information based on customer number input
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Search opportunity by name in Apptivo
Searches for a opportunity by its name
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Search case by Email in Apptivo
Retrieves a case using an email address
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Tapfiliate
Tapfiliate Triggers & Actions
Affiliate is created in Tapfiliate
Triggers the automation when a new affiliate is created
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Affiliate payment is created in Tapfiliate
Triggers the automation when a new affiliate payment is created
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Affiliate prospect is created in Tapfiliate
Triggers the automation when a new affiliate prospect is created
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Conversion is created in Tapfiliate
Triggers the automation when a new conversation is initiated
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Commission is created in Tapfiliate
Triggers the automation when a new commission is created
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Create a conversion in Tapfiliate
Logs a new conversion
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Create a customer in Tapfiliate
Creates a new customer record
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Search affiliate prospect in Tapfiliate
Searches for potential affiliate partners for marketing collaboration
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Set affiliate to group in Tapfiliate
Sets an affiliate to a group
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Uncancel a customer in Tapfiliate
Uncancels a customer
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Get customer by ID in Tapfiliate
Retrieves customer information based on their unique id
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Cancel a customer in Tapfiliate
Cancel a customer's subscription or membership
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Get conversion by ID in Tapfiliate
Retrieves a conversion record by its id
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Search affiliate in Tapfiliate
Searches for a particular affiliate partner
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Search affiliate in a program in Tapfiliate
Searches for an affiliate in a program
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Add commission to conversion in Tapfiliate
Increase the final conversion amount with a set commission percentage
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Approve commission in Tapfiliate
Approve commission requests
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Disapprove commission in Tapfiliate
Disapproves commission payments based on predefined criteria
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What can you automate with Apptivo + Tapfiliate?

Streamline your customer operations and affiliate tracking by connecting Apptivo and Tapfiliate for seamless data synchronisation.

What you can automate?
🔄
Sync new customers between Apptivo and Tapfiliate instantly
Automatically create a customer in Tapfiliate whenever a new customer is created in Apptivo. Eliminate manual data entry and ensure customer databases match across platforms.
📋
Capture every submitted contact and lead detail
Map all available contact and lead fields from Apptivo into Tapfiliate without missing custom attributes. Your affiliate records become a complete and reliable source for partner management.
💬
Notify your team the moment conversions happen
Send instant alerts to your team channels in Slack whenever a new conversion or affiliate payment occurs. Keep sales and support staff informed of high-value partner activity.
🔀
Route records based on submitted customer criteria
Trigger different actions depending on the specific tier or value submitted in Apptivo or Tapfiliate. Send high-value accounts to priority workflows and standard accounts to regular queues.
🔄
Keep destination records up to date as details change
Automatically update matching customer profiles, opportunities, and contact details across both Apptivo and Tapfiliate whenever modifications occur in either system.
🔍
Search and update instead of creating duplicate records
Check for existing contacts, leads, and customers before creating new entries. Prevent duplicate records in Apptivo and Tapfiliate by searching by email or customer number first.
⚠️
Handle status changes like cancellations and refunds
Automatically process customer cancellations, commission disapprovals, and refund events across both platforms. Keep affiliate payouts and active customer counts accurate.
🔌
Extend your workflow to Slack or other supporting apps
Connect Apptivo and Tapfiliate with Slack or HubSpot to trigger multi-step pipelines. Notify stakeholders, update CRM deals, and log financial records in one automated sequence.
And much more...

Who is Apptivo + Tapfiliate integration for?

Teams managing customer operations and affiliate programs connect Apptivo and Tapfiliate to eliminate manual data entry and keep records synchronised.

Performance marketers
Performance marketers
Sales managers
Sales managers
Partner program directors
Partner program directors
Support operations teams
Support operations teams
Operations leads
Operations leads
Finance analysts
Finance analysts
📈
Performance marketers
You're managing affiliate campaigns in Tapfiliate but your CRM records in Apptivo only update when someone manually exports conversion lists, so the revenue counts you're optimising against are always a few hours behind — with this integration, every new customer record lands instantly and your data stays current.
⚡
Sales managers
You need to act on incoming customer sign-ups immediately to assign accounts and track opportunities, but waiting for manual handoffs means leads go cold before anyone reaches out — with this integration, every new customer creates an immediate opportunity and your team can follow up without delay.
🤝
Partner program directors
You answer to stakeholders who want to see exact affiliate program growth and commission metrics, but compiling data across disparate platforms leaves gaps in your reporting — with this integration, every commission and customer syncs automatically so your reports are always accurate.
🏢
Support operations teams
The volume of new customer inquiries and support cases is too high for anyone to keep up by hand across multiple dashboards, leading to missed tickets and frustrated clients — with this integration, every customer event triggers automated searches and case management without human error.
🔄
Operations leads
You own the handoff between sales prospecting in Apptivo and affiliate management in Tapfiliate, but disconnected tools cause missed records and broken workflows — with this integration, every customer and conversion flows smoothly between systems without manual intervention.
📊
Finance analysts
You need a reliable audit history of customer payments and affiliate commissions, but manual data entry keeps leaving gaps in your financial logs — with this integration, every conversion, customer, and commission is recorded accurately with zero missing records.
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Why choose Integrately to automate Apptivo + Tapfiliate

Build and manage your Apptivo + Tapfiliate automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Apptivo + Tapfiliate with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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20M+ Ready Automations
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AI that builds your automations
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24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect Apptivo to Tapfiliate?
Frequently Asked Questions
You can connect Apptivo to Tapfiliate using 1-click ready workflows or ask Integrately AI to build the automation for you. It takes just minutes to set up along with tools like Shopify, HubSpot, and Slack.
Can I automatically create a Tapfiliate customer when an Apptivo customer is created?
Frequently Asked Questions
Can I connect Apptivo, Tapfiliate, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Apptivo and Tapfiliate?
Frequently Asked Questions
How does Apptivo handle customer data during synchronization?
Frequently Asked Questions
Can I track conversions and commissions in Tapfiliate automatically?
Frequently Asked Questions
Do I need coding skills to automate Apptivo and Tapfiliate?
Frequently Asked Questions
Is the Apptivo and Tapfiliate integration free?
Frequently Asked Questions
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