Tapfiliate + Wealthbox CRM

Create Tapfiliate customers from new Wealthbox CRM contacts

Boost your affiliate program success by instantly linking new Wealthbox CRM contacts to your Tapfiliate network. This workflow seamlessly connects the two platforms, enabling you to effortlessly create customers in Tapfiliate whenever a new contact is added to Wealthbox CRM. Enhance your referral marketing strategy with this time-saving automation that simplifies tracking and management.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Customer
Creates a customer.
ActionWrite

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Supported triggers and actions

New Comment
Triggers when a new comment is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
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New Workflow
Triggers when a new workflow is created.
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Instant
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- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write

- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or 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

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
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- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write
- Related Contact
- Type
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
- 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