Flexie CRM + Tapfiliate Integration

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

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1.
  • Flexie CRM
    Universal trigger in Flexie CRM 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.
  • Flexie CRM
    Create contact in Flexie CRM
  • Flexie CRM
    Update contact in Flexie CRM
  • Flexie CRM
    Search contact in Flexie CRM
  • Flexie CRM
    Create deal in Flexie CRM
  • Flexie CRM
    Update deal in Flexie CRM
  • Flexie CRM
    Search deal in Flexie CRM
  • Flexie CRM
    Update custom entity in Flexie CRM
  • Flexie CRM
    Create account in Flexie CRM
  • Flexie CRM
    Search account in Flexie CRM
  • Flexie CRM
    Update account in Flexie CRM
  • Flexie CRM
    Create custom entity in Flexie CRM
  • Flexie CRM
    Search custom entity in Flexie CRM
  • Flexie CRM
    Create lead in Flexie CRM
  • Flexie CRM
    Search lead in Flexie CRM
  • Flexie CRM
    Update lead in Flexie CRM
  • 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 Flexie CRM + Tapfiliate Integration

Track conversions, manage affiliates, update contacts, notify your team, and record payments, all in just one click.

Most popular automationmost-popular-automations
Tapfiliate + Flexie CRM Integration

Create Flexie CRM 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 Flexie CRM, 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 Flexie CRM + Tapfiliate flow

Send data to your favorite CRMs, email tools, and spreadsheets immediately after your core actions finish. Pick a combination and activate it in one click.

Flexie CRM
Tapfiliate
+
ShopifyShopify (3)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
T
S
F
Create a Shopify order for every new Tapfiliate conversion, and create a contact in Flexie CRM.
New Tapfiliate conversions immediately generate a Shopify order and a Flexie CRM contact, eliminating manual entry.
T
S
F
When an affiliate payment is created in Tapfiliate, create a Shopify customer and update the contact in Flexie CRM.
Affiliate payments in Tapfiliate instantly update Shopify customer records and Flexie CRM contact details.
T
S
F
Add a Shopify customer whenever an affiliate is created in Tapfiliate, and search for the lead in Flexie CRM.
New Tapfiliate affiliates automatically create Shopify customers and check existing Flexie CRM leads.

Supported triggers and actions for Flexie CRM and Tapfiliate

Mix and match to build the exact automation you need

Flexie CRM
Flexie CRM Triggers & Actions
Instant
Universal trigger in Flexie CRM
Triggers the automation when any event occurs
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Create contact in Flexie CRM
Adds a new contact to the database
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Update contact in Flexie CRM
Updates contact information with new details
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Search contact in Flexie CRM
Finds and retrieves contact information
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Create deal in Flexie CRM
Generates a new deal with
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Update deal in Flexie CRM
Updates deal information based on new criteria or changes
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Search deal in Flexie CRM
Retrieves and find a deal
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Update custom entity in Flexie CRM
Updates a custom entity with new information
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Create account in Flexie CRM
Generates a new account
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Search account in Flexie CRM
Searches for account information
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Update account in Flexie CRM
Updates account information
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Create custom entity in Flexie CRM
Creates a new marketing campaign
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Search custom entity in Flexie CRM
Searches for a custom entity
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Create lead in Flexie CRM
Generates new leads for potential customers
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Search lead in Flexie CRM
Retrieves information for a particular lead
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Update lead in Flexie CRM
Updates the lead 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 Flexie CRM + Tapfiliate?

Streamline your affiliate marketing and sales operations by connecting every conversion, contact, and payment automatically.

What you can automate?
🔗
Sync Tapfiliate conversions to Flexie CRM contacts
Automatically generate a new contact or lead in Flexie CRM the moment a conversion is created in Tapfiliate. Eliminate manual entry and keep your sales pipeline updated instantly.
📝
Capture every affiliate and customer field
Map all submitted custom fields, affiliate details, and transaction amounts from Tapfiliate straight into Flexie CRM records without losing crucial data.
🔔
Alert your team instantly on new events
Trigger immediate notifications whenever a new affiliate payment or commission is created in Tapfiliate, ensuring your team stays informed in real time.
🔀
Route records based on submitted criteria
Evaluate affiliate tiers or conversion amounts and direct them to different Flexie CRM pipelines or team members automatically.
🔄
Keep records updated across both platforms
Whenever contact details or affiliate statuses change in Flexie CRM, automatically reflect those updates in Tapfiliate to maintain complete data consistency.
🛡️
Prevent duplicates with smart search and update
Search existing contacts in Flexie CRM before creating new ones, updating records if they already exist to keep your database clean.
⏱️
Manage affiliate payments and commission updates
Automate workflows around commission approvals, cancellations, or affiliate payments to keep your financial records accurate.
⚡
Extend your workflow with Slack or Google Sheets
Push your synchronized Tapfiliate and Flexie CRM data directly into Google Sheets or notify your team on Slack for complete visibility.
And much more...

Who is Flexie CRM + Tapfiliate integration for?

Sales and affiliate managers spend hours manually transferring affiliate conversions and contact updates, but this integration means seamless data flow and instant operational efficiency.

Data Analysts and Revenue Leads
Data Analysts and Revenue Leads
Sales Development Representatives
Sales Development Representatives
Client Account Managers
Client Account Managers
High-Growth Operations Teams
High-Growth Operations Teams
Customer Success Specialists
Customer Success Specialists
Compliance and Audit Officers
Compliance and Audit Officers
📈
Data Analysts and Revenue Leads
You're tracking campaign metrics and affiliate conversions across multiple platforms, but your reports only update when someone manually exports records, so the numbers you're reviewing are always hours behind — automating both apps means every conversion lands instantly and your revenue reporting stays accurate.
⚡
Sales Development Representatives
You rely on timely lead notifications to close inbound prospects before they go cold, but delays in manual handoffs mean you find out too late — with this integration, every new contact reaches your CRM instantly so you can initiate follow-ups right away.
📊
Client Account Managers
You present regular performance updates to stakeholders who expect real-time visibility into affiliate and deal pipelines, but manual tracking leaves frustrating gaps — this integration means your records stay completely synchronized so your client reports are always up to date.
🚀
High-Growth Operations Teams
You manage thousands of incoming affiliate signups and customer transactions every week, but manual data entry quickly overwhelms your staff — automating these apps means high volumes are handled instantly without missing a single conversion or contact record.
🔄
Customer Success Specialists
You need immediate access to new customer details the moment an affiliate conversion or CRM deal is completed, but waiting for internal handoffs stalls your onboarding — connecting these apps means your workflow triggers the second a record is created.
🗂️
Compliance and Audit Officers
You maintain complete audit trails of all affiliate payouts, conversions, and CRM records, but manual logging invariably leaves missing entries — this integration means every transaction is recorded reliably with zero data gaps.
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Why choose Integrately to automate Flexie CRM + Tapfiliate

Build and manage your Flexie CRM + 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 Flexie CRM + 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.
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Frequently Asked Questions

How do I connect Flexie CRM to Tapfiliate?
Frequently Asked Questions
You can connect Flexie CRM to Tapfiliate in one click using Integrately. Set up automated workflows to sync conversions and manage affiliate programs, or ask Integrately AI to build the automation for you.
Can I automatically sync Tapfiliate conversions to Flexie CRM contacts?
Frequently Asked Questions
Can I connect Flexie CRM, Tapfiliate, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Flexie CRM and Tapfiliate?
Frequently Asked Questions
How do updates in Flexie CRM affect Tapfiliate records?
Frequently Asked Questions
How are affiliate payments in Tapfiliate tracked in Flexie CRM?
Frequently Asked Questions
Can I automate workflows between Flexie CRM and Tapfiliate without coding?
Frequently Asked Questions
Is the Flexie CRM and Tapfiliate integration free?
Frequently Asked Questions
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You Can Also Connect Flexie CRM or Tapfiliate With 1500+ Other Apps

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Sync Tapfiliate with accounting, affiliate management, and reporting tools to keep data working across your stack.
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