Cloze + Tapfiliate Integration

Integrate Cloze to Tapfiliate in one click, or tell Integrately AI how you want each contact handled. Create customers, add conversions, approve commissions, and update your affiliate records automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Cloze
    Person is updated in Cloze Instant
  • Cloze
    Project is updated in Cloze Instant
  • Cloze
    Company is updated in Cloze 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
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2.
  • Cloze
    Create person in Cloze
  • Cloze
    Update person in Cloze
  • Cloze
    Create note in Cloze
  • Cloze
    Create communication in Cloze
  • Cloze
    Create to do in Cloze
  • Cloze
    Update company in Cloze
  • Cloze
    Create company in Cloze
  • Cloze
    Create timeline event in Cloze
  • Cloze
    Create project in Cloze
  • Cloze
    Update project in Cloze
  • 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 Cloze + Tapfiliate Integration

Create customers, track affiliate conversions, approve commissions, update project details, and sync records, all in just one click.

Most popular automationmost-popular-automations
Tapfiliate + Cloze Integration

Create Cloze person 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 person is created in Cloze, 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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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Cloze + Tapfiliate flow

Send affiliate updates to your team, log transactions in sheets, and trigger marketing follow-ups. Pick a combination and activate it in one click.

Cloze
Tapfiliate
+
ShopifyShopify (8)
+
StripeStripe (8)
+
MailchimpMailchimp (8)
+
SlackSlack (8)
+
Google SheetsGoogle Sheets (8)
+
QuickBooks OnlineQuickBooks Online (8)
S
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When a Shopify order is created, create a conversion in Tapfiliate and create a project in Cloze
Shopify orders automatically generate Tapfiliate conversions and Cloze projects without manual data transfer.
S
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When a Shopify customer is created, create a customer in Tapfiliate and create person in Cloze
New Shopify customers instantly become Tapfiliate affiliates and Cloze professional connections.
S
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When a Shopify order is fulfilled, create a conversion in Tapfiliate and update project in Cloze
Fulfill orders in Shopify to log affiliate conversions and update project statuses in Cloze.
T
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Create a Shopify draft order for every Tapfiliate affiliate prospect and add a to-do in Cloze
Convert affiliate prospects into Shopify orders while logging follow-up tasks in Cloze.
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If a Shopify order exceeds a specific threshold, create a conversion in Tapfiliate and create a company in Cloze
High-value Shopify orders trigger automated Tapfiliate conversions and new company profiles in Cloze.
S
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When a Shopify order is paid, approve commission in Tapfiliate and create a timeline event in Cloze
Paid store orders automatically approve affiliate commissions and log timeline events in Cloze.
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Use ChatGPT to analyze Shopify order notes, create a conversion in Tapfiliate, and log a note in Cloze
ChatGPT processes order details to log smart conversions in Tapfiliate and notes in Cloze.
S
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Turn every Shopify order into a Tapfiliate conversion, update the Cloze project, and notify your team in Slack
Complete ecommerce pipeline syncing orders to Tapfiliate, Cloze, and Slack instantly.

Supported triggers and actions for Cloze and Tapfiliate

Mix and match to build the exact automation you need

Cloze
Cloze Triggers & Actions
Instant
Person is updated in Cloze
Triggers the automation when a person's details are updated
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Instant
Project is updated in Cloze
Triggers the automation when a project is updated
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Instant
Company is updated in Cloze
Triggers the automation when the company's profile is updated
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Create person in Cloze
Generates a new person
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Update person in Cloze
Updates the information of a person
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Create note in Cloze
Creates a new note in the particular format
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Create communication in Cloze
Sends out messages or notifications to designated recipients
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Create to do in Cloze
Creates a new to-do item
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Update company in Cloze
Updates company information
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Create company in Cloze
Generates a new company profile with given details
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Create timeline event in Cloze
Creates a new timeline event
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Create project in Cloze
Creates a new project
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Update project in Cloze
Updates project information
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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 Cloze + Tapfiliate?

Streamline your relationship management and affiliate marketing workflows with ready-to-run automations.

What you can automate?
🔄
Sync customer records and conversions instantly
Automatically create Tapfiliate customers and conversions whenever contacts or projects update in Cloze, eliminating manual data transfer between your CRM and affiliate program.
📋
Capture every submitted field and detail
Map all available attributes from Cloze updates into Tapfiliate records so your affiliate database contains comprehensive connection details instead of just basic names.
🔔
Notify the right person immediately
Trigger instant team notifications in chat channels or email whenever a new affiliate prospect or commission payment is created in Tapfiliate.
🔀
Route records based on submitted data
Apply conditional rules to sort affiliate prospects or customer orders into different Cloze projects and Tapfiliate groups based on custom field values.
📝
Keep destination records up to date
Automatically update company profiles, project milestones, and contact information across both platforms whenever changes occur.
🔍
Add or update instead of creating duplicates
Search existing affiliate and CRM records before creating new entries to maintain a clean, duplicate-free database across your entire stack.
💳
Handle later status changes and payouts
Manage subscription cancellations, payment refunds, and commission approvals seamlessly as customer and affiliate statuses evolve over time.
🔌
Extend workflows to popular business apps
Connect your Cloze and Tapfiliate automation to Shopify, Slack, Google Sheets, or other tools to build robust multi-step operational pipelines.
And much more...

Who is Cloze + Tapfiliate integration for?

Connecting Cloze to Tapfiliate helps affiliate managers, sales teams, and marketers sync customer data, track conversions, and eliminate manual record-keeping entirely.

Performance marketers
Performance marketers
Sales managers
Sales managers
Agency directors
Agency directors
Affiliate coordinators
Affiliate coordinators
Customer success teams
Customer success teams
Operations managers
Operations managers
📈
Performance marketers
You're running affiliate campaigns and tracking professional connections, but your attribution data only updates when someone manually exports conversions, so your performance metrics are always a few hours behind — with this integration, every new conversion and contact sync instantly and your analytics stay current.
Sales managers
You need to act fast on new customer onboarding and prospect engagement, but finding out about completed affiliate sign-ups days later stalls your momentum — this integration means every customer and project updates automatically so your team can engage immediately.
🤝
Agency directors
You answer to clients who want immediate proof of affiliate progress and relationship milestones, but manual reporting leaves frustrating gaps in your project tracking — automating both apps means your dashboard reflects real-time conversions and up-to-date client touchpoints.
📊
Affiliate coordinators
The volume of new prospects and commission payouts is too high for anyone to keep up by hand, leading to missed approvals and frustrated partners — connecting these apps means every payout and prospect syncs instantly without manual intervention.
🎯
Customer success teams
You own the relationship after the initial conversion and depend on upstream teams to hand over accurate contact history, but manual handoffs frequently drop important details — this integration means every person and company record arrives complete and structured.
🗂️
Operations managers
You need a reliable history of every professional connection and financial transaction, but fragmented tools leave missing pieces in your audit trail — automating both apps means every timeline event and customer note is logged flawlessly.
Our team

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Why choose Integrately to automate Cloze + Tapfiliate

Build and manage your Cloze + 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 Cloze + 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
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Select a trigger from Google Sheets
2
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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 Cloze to Tapfiliate?
Frequently Asked Questions
You can connect Cloze to Tapfiliate instantly using ready-made templates or ask Integrately AI to build your automation. With 1-click setup and support for tools like Shopify, Slack, and Google Sheets, getting started takes minutes.
Can I automatically create Tapfiliate conversions from Cloze updates?
Frequently Asked Questions
Can I connect Cloze, Tapfiliate, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Cloze and Tapfiliate?
Frequently Asked Questions
How does Cloze handle contact updates during automation?
Frequently Asked Questions
How does Tapfiliate manage new customer records in this integration?
Frequently Asked Questions
Do I need coding skills to automate Cloze and Tapfiliate?
Frequently Asked Questions
Is the Cloze and Tapfiliate integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Cloze or Tapfiliate With 1500+ Other Apps

Cloze
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Tapfiliate
Popular Tapfiliate Integrations
Sync Tapfiliate with billing, analytics, and marketing tools to keep your affiliate program revenue and performance data working across your stack.