Microsoft Dynamics 365 CRM + Tapfiliate
Create Tapfiliate customers from new Microsoft Dynamics 365 CRM contacts
Effortlessly streamline your customer onboarding process with this automation. When a new contact is created in Microsoft Dynamics 365 CRM, this workflow will take care of creating a new customer in Tapfiliate. Save time, reduce manual data entry errors, and ensure that your affiliate platform is always up-to-date with your CRM contacts.
Effortlessly streamline your customer onboarding process with this automation. When a new contact is created in Microsoft Dynamics 365 CRM, this workflow will take care of creating a new customer in Tapfiliate. Save time, reduce manual data entry errors, and ensure that your affiliate platform is always up-to-date with your CRM contacts.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create CustomerCreates a customer.
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInfo
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Affiliate
Triggers when a new affiliate is created (i.e. signed up or was added by you).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Affiliate Prospect Promoted
Triggers when a new affiliate prospect is promoted to affiliate (i.e. created a Conversion or Customer).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ConversionRequired
Sub Amount
Commission Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Coupon
Referral Code
Click ID
Customer IDRequired
Initial StatusRequired
Meta Data
Ignore Max Cookie Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Child AffiliateRequired
Parent AffiliateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProgramRequired
Affiliate EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Affiliate ID
Last NameRequired
First NameRequired
Password
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProgramRequired
Affiliate EmailRequired
Affiliate IdRequired
Approved
Coupon
Send Welcome Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundExternal ID
Customer ID
Referral Code
Coupon
Click ID
Amount
Commission Type
Meta Data
Ignore Max Cookie Time
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCustomer IDRequired
Coupon
Referral Code
Click ID
Initial StatusRequired
Meta Data
Ignore Max Cookie Time
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOwner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Affiliate Prospect
Triggers when a new affiliate prospect is created (i.e. signed up or was added by you).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Conversion
Triggers when a new conversion is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment
Triggers when a new affiliate payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer ID
Referral Code
Coupon
Click ID
Amount
Commission Type
External ID
Meta Data
Ignore Max Cookie Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
AffiliateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Commission IDRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Affiliate ID
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail
Affiliate Prospect ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProgramRequired
Affiliate EmailRequired
Affiliate IdRequired
Approved
Coupon
Send Welcome Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmailRequired
Affiliate Prospect ID
Last NameRequired
First NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundExternal IDRequired
Customer ID
Referral Code
Coupon
Click ID
Amount
Commission Type
Meta Data
Ignore Max Cookie Time
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Microsoft Dynamics 365 CRM
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