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40 available actions

What your AI agent can do in Tapfiliate

Tapfiliate is an affiliate and referral tracking platform that enables businesses to create, track, and scale their affiliate programs efficiently. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Retrieve a PaymentTool to retrieve details of a specific payment.
  • Retrieve an AffiliateTool to retrieve details of a specific affiliate.
  • Create a PaymentTool to create a payment.
  • Create an AffiliateTool to create a new affiliate account.
  • Update Affiliate GroupTool to update an affiliate group's details.
  • Set Affiliate GroupTool to set the affiliate group for a specific affiliate.

Browse all 40 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 25 actionsHide actions
  • Retrieve an AffiliateTool to retrieve details of a specific affiliate.
  • List all commissionsTool to retrieve all commissions.
  • Get Affiliate BalancesTool to retrieve an affiliate's balances across multiple currencies.
  • Get Affiliate Meta Data by KeyTool to retrieve specific metadata value by key for an affiliate.
  • Get Affiliate ProspectTool to retrieve details of a specific affiliate prospect.
  • Retrieve a ProgramTool to retrieve details of a specific program.
  • List affiliate custom fieldsTool to get custom fields configured for affiliates.
  • List all affiliate groupsTool to list all affiliate groups.
  • List Affiliate Meta DataTool to retrieve metadata for a specific affiliate.
  • List affiliate notesTool to list notes for a specific affiliate.
  • List affiliate's paymentsTool to list all payments for a specific affiliate.
  • List Affiliate ProgramsTool to list all programs (affiliations) associated with a specific affiliate.
  • List Affiliate ProspectsTool to list all affiliate prospects.
  • List all affiliatesTool to list all affiliates.
  • List all balancesTool to list all outstanding affiliate balances.
  • List conversionsTool to list all conversions.
  • List all customersTool to list all customers with optional filtering by program, customer ID, affiliate, or date range.
  • List program affiliatesTool to list all affiliates in a specific program.
  • List program bonusesTool to list all bonuses for a specific program.
  • List program commission typesTool to list commission types for a specific program.
  • List program MLM levelsTool to list MLM levels for a program.
  • List all paymentsTool to list all payments.
  • Retrieve a PaymentTool to retrieve details of a specific payment.
  • List all payout methodsTool to retrieve a list of all payout methods for an affiliate.
  • List all programsTool to list all programs.
Create & communicateCreate records or send supported messagesView 5 actionsHide actions
  • Create an AffiliateTool to create a new affiliate account.
  • Create Affiliate GroupTool to create a new affiliate group.
  • Create Affiliate NoteTool to create a note for an affiliate.
  • Create Affiliate ProspectTool to create an affiliate prospect.
  • Create a PaymentTool to create a payment.
Update & manageChange and manage existing recordsView 5 actionsHide actions
  • Set Affiliate GroupTool to set the affiliate group for a specific affiliate.
  • Set Affiliate Meta DataTool to update (replace) metadata for an affiliate.
  • Set Affiliate Metadata by KeyTool to set or update a specific metadata field for an affiliate by key.
  • Set Affiliate ParentTool to set a parent affiliate relationship for a child affiliate.
  • Update Affiliate GroupTool to update an affiliate group's details.
Remove & cancelRemove records or cancel supported workView 5 actionsHide actions
  • Cancel a PaymentTool to cancel a specific payment.
  • Delete affiliate meta dataTool to delete metadata by key for an affiliate.
  • Delete an affiliate prospectTool to delete a specific affiliate prospect.
  • Delete an affiliateTool to delete a specific affiliate.
  • Remove affiliate group from affiliateTool to remove affiliate group from an affiliate.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Tapfiliate

How does the agent connect to Tapfiliate?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Tapfiliate?
The page above lists the 40 actions currently available through the Tapfiliate connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Tapfiliate included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Tapfiliate is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Tapfiliate to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

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