Privyr + Tapfiliate Integration

Integrate Privyr to Tapfiliate in one click, or tell Integrately AI how you want each conversion handled. Track affiliate conversions, create matching clients, update your CRM records, and alert your team automatically.

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1.
  • 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
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2.
  • Privyr
    Create client in Privyr
  • 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 Privyr + Tapfiliate Integration

Track conversions, create matching clients in Privyr, update customer details, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Tapfiliate + Privyr Integration

Create Privyr 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 Privyr, 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 Privyr + Tapfiliate flow

Send converted customer details to marketing lists, accounting software, and team communication channels the moment an affiliate action occurs. Pick a combination and activate it in one click.

Privyr
Tapfiliate
+
ShopifyShopify (3)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
S
T
P
When a new Shopify order is created, create a customer in Tapfiliate and create a client in Privyr.
New Shopify orders instantly register in Tapfiliate and create a client in Privyr without manual entry.
S
T
P
When a Shopify refund is processed, update the customer in Tapfiliate and create a client in Privyr.
Refunded Shopify orders update your Tapfiliate records and log a new client in Privyr instantly.
S
T
P
When a new Shopify customer is added, search the affiliate prospect in Tapfiliate and create a client in Privyr.
New Shopify customers check Tapfiliate prospect status and create a client record in Privyr automatically.

Supported triggers and actions for Privyr and Tapfiliate

Mix and match to build the exact automation you need

Privyr
Privyr Triggers & Actions
No trigger is available
Create client in Privyr
Generates a new client profile
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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 Privyr + Tapfiliate?

Streamline your affiliate marketing and client management workflows with automated triggers and instant data syncing.

What you can automate?
🔗
Sync Tapfiliate conversions directly into Privyr clients
Automatically create a new client in Privyr the moment a conversion or affiliate signup occurs in Tapfiliate. Eliminate manual data entry and ensure your sales pipeline reflects every new referral instantly.
📝
Capture every submitted field and metadata point
Map all available affiliate and customer details into your CRM records instead of just basic contact info. Your client profiles become complete resources for sales and follow-up activities.
🔔
Alert your team the second an affiliate event happens
Send instant notifications to your sales or finance channels whenever a new commission, payment, or affiliate prospect is registered. Keep your team informed without switching tabs.
🔀
Route records based on affiliate group or tier
Sort incoming conversions and prospects differently depending on submitted attributes or affiliate groups. Send VIP referrals to specialized sales queues automatically.
🔄
Keep client records updated as status changes
Automatically update customer and client details when subscriptions are cancelled, refunded, or approved in Tapfiliate. Your CRM reflects live account statuses at all times.
🛡️
Search and update existing records to prevent duplicates
Look up existing affiliate prospects and customers before creating new records. Ensure your database remains clean and free of redundant entries.
💳
Handle later lifecycle events like payments and cancellations
Trigger automated workflows when affiliate payments are processed, commissions are approved, or customer accounts are cancelled. Maintain accurate financial and CRM logs throughout the customer lifecycle.
📊
Extend your workflow to Google Sheets or Slack
Connect your Privyr and Tapfiliate data pipeline to spreadsheet archives or team messaging tools for comprehensive reporting and team visibility.
And much more...

Who is Privyr + Tapfiliate integration for?

Affiliate managers, sales teams, and marketing professionals who need immediate visibility into conversions and client management without manual copy-pasting.

Performance marketers
Performance marketers
Sales reps
Sales reps
Agency account managers
Agency account managers
Operations leads
Operations leads
Sales closers
Sales closers
Finance administrators
Finance administrators
📈
Performance marketers
You're running affiliate campaigns across multiple networks but your tracking sheet only updates when someone manually exports conversions, so the metrics you're optimising against are always a few hours behind — with this integration, every new conversion lands in your CRM instantly and your campaign data stays current.
⚡
Sales reps
You depend on immediate lead routing to reach prospective clients while their interest is high, but waiting for manual data entry means hours pass before you can initiate contact — automating both apps means every affiliate prospect triggers a client profile instantly so you can follow up right away.
📊
Agency account managers
You answer to clients who want real-time updates on affiliate revenue and generated leads, but assembling manual reports leaves gaps and delays your weekly reviews — connecting these apps means every conversion and client is logged automatically for instant client reporting.
🔄
Operations leads
You handle high volumes of affiliate registrations and incoming customer orders that overwhelm manual processing workflows, leading to missed records and frustrated staff — integrating these apps means high-volume data moves securely between platforms without manual intervention.
🎯
Sales closers
You own the closing conversation and depend on upstream teams to hand over accurate prospect details from affiliate links, but scattered data sources cause communication breakdowns — this integration means every client handoff is structured and delivered to your workspace the moment it occurs.
📋
Finance administrators
You need a reliable audit trail of affiliate payments and customer conversions, but disconnected systems create missing transaction histories and reconciliation headaches — automating both apps means every payment and commission is recorded accurately in your tracking logs.
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Why choose Integrately to automate Privyr + Tapfiliate

Build and manage your Privyr + 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 Privyr + Tapfiliate with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Privyr to Tapfiliate?
Frequently Asked Questions
You can connect Privyr and Tapfiliate in 1 click using ready templates on Integrately, or ask Integrately AI to build the workflow. It also connects with Slack, Google Sheets, Shopify, and 1,500+ other apps.
Can I automatically create a Privyr client when a Tapfiliate conversion happens?
Frequently Asked Questions
Can I connect Privyr, Tapfiliate, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Privyr and Tapfiliate?
Frequently Asked Questions
How does Privyr handle client creation from affiliate data?
Frequently Asked Questions
How does Tapfiliate track conversions and commissions for this integration?
Frequently Asked Questions
Do I need coding skills to connect Privyr and Tapfiliate?
Frequently Asked Questions
Is the Privyr and Tapfiliate integration free?
Frequently Asked Questions
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