Dazos CRM + Tapfiliate

Create referral sources in Dazos CRM for each new affiliate in Tapfiliate

Automate your affiliate management by connecting Tapfiliate and Dazos CRM. With this workflow, whenever you get a new affiliate in Tapfiliate, a referral source will be created immediately in the Dazos CRM. Streamline your processes, stay organized, and ensure every affiliate is accounted for in your CRM.

When this happens...
New Affiliate
Triggers when a new affiliate is created (i.e. signed up or was added by you).
TriggerInstant
automatically do this!
Create Referral Source
Creates a Referral Source
ActionWrite

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Supported triggers and actions

- ProgramRequired
Trigger
Instant
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New Affiliate
Triggers when a new affiliate is created (i.e. signed up or was added by you).
Trigger
Instant
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Affiliate Prospect Promoted
Triggers when a new affiliate prospect is promoted to affiliate (i.e. created a Conversion or Customer).
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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- ConversionRequired
- Sub Amount
- Commission Type
Action
Write

- Coupon
- Referral Code
- Click ID
- Customer IDRequired
- Initial StatusRequired
- Meta Data
- Ignore Max Cookie Time
Action
Write
- Child AffiliateRequired
- Parent AffiliateRequired
Action
Write

- IdRequired
- ActionRequired
Action
Write
- ProgramRequired
- Affiliate EmailRequired
Action
Search
- External IDRequired
Action
Search
- EmailRequired
- Affiliate ID
- Last NameRequired
- First NameRequired
- Password
Action
Search or write
- ProgramRequired
- Affiliate EmailRequired
- Affiliate IdRequired
- Approved
- Coupon
- Send Welcome Email
Action
Search or write
- External ID
- Customer ID
- Referral Code
- Coupon
- Click ID
- Amount
- Commission Type
- Meta Data
- Ignore Max Cookie Time
Action
Search or write
- Customer IDRequired
- Coupon
- Referral Code
- Click ID
- Initial StatusRequired
- Meta Data
- Ignore Max Cookie Time
Action
Search or write
New Lead Created
Triggers when a new Lead is created.
Trigger
Scheduled
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New Outbound Referral
Triggers when a new Outbound Referral is created.
Trigger
Scheduled
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Opportunity Admitted
Triggers when an Opportunity gets changed to Admitted.
Trigger
Scheduled
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Opportunity Updated
Triggers when an Opportunity is updated.
Trigger
Scheduled
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Create Account
Creates an Account
Action
Write
Create Opportunity
Creates a new Account and Opportunity or just a new Opportunity for an existing Account.
Action
Write
Create VOB
Creates a new VOB,
Action
Write
Find Lead
Find or Create Lead
Action
Write
Find Referral Source
Find or Create Referral Source
Action
Write

- ProgramRequired
Trigger
Instant
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New Affiliate Prospect
Triggers when a new affiliate prospect is created (i.e. signed up or was added by you).
Trigger
Instant
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New Conversion
Triggers when a new conversion is created.
Trigger
Instant
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New Payment
Triggers when a new affiliate payment is created.
Trigger
Instant
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- Customer ID
- Referral Code
- Coupon
- Click ID
- Amount
- Commission Type
- External ID
- Meta Data
- Ignore Max Cookie Time
Action
Write
- GroupRequired
- AffiliateRequired
Action
Write
- Commission IDRequired
- StatusRequired
Action
Write
- Email
- Affiliate ID
Action
Search
- Email
- Affiliate Prospect ID
Action
Search
- Customer IDRequired
Action
Search
- ProgramRequired
- Affiliate EmailRequired
- Affiliate IdRequired
- Approved
- Coupon
- Send Welcome Email
Action
Search or write
- EmailRequired
- Affiliate Prospect ID
- Last NameRequired
- First NameRequired
Action
Search or write
- External IDRequired
- Customer ID
- Referral Code
- Coupon
- Click ID
- Amount
- Commission Type
- Meta Data
- Ignore Max Cookie Time
Action
Search or write
Lead Converted to Opportunity
Triggers when a Lead is Converted to an Account/Opportunity.
Trigger
Scheduled
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New Opportunity
Triggers when a new Opportunity is created.
Trigger
Scheduled
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New Referral Source
Triggers when a new Referral Source is created.
Trigger
Scheduled
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Opportunity Discharged
Triggers when an Opportunity gets discharged.
Trigger
Scheduled
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Outbound Referral Updated
Triggers when an Outbiund Referral is updated.
Trigger
Scheduled
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Create Lead
Creates a new Lead
Action
Write
Create Referral Source
Creates a Referral Source
Action
Write
Find Account
Finds an Account.
Action
Write
Find Opportunity
Find or Create an Account / Opportunity
Action
Write
Recieve Input Only
Used to receive the input and check if request comes properly, mainly used to test zap
Action
Write