marketing automation

Add Tapfiliate to your AI agent

Tapfiliate is an affiliate and referral tracking platform that enables businesses to create, track, and scale their affiliate programs efficiently.

Things your agent can do in Tapfiliate
40

Things your AI can do in Tapfiliate

Your FormWise AI can handle any of these in Tapfiliate — on its own, without you needing to click a button.

  • Retrieve an Affiliate

    Popular

    Tool to retrieve details of a specific affiliate. Use when you have the affiliate_id and need full affiliate profile.

  • Cancel a Payment

    Popular

    Tool to cancel a specific payment. Use when you need to cancel a payment by its payment_id.

  • List all commissions

    Popular

    Tool to retrieve all commissions. Use when you need to fetch commission records with optional filters and pagination after confirming valid API credentials.

  • Create an Affiliate

    Popular

    Tool to create a new affiliate account. Use when you need to register a new affiliate with their contact details.

  • Create Affiliate Group

    Popular

    Tool to create a new affiliate group. Use when you need to organize affiliates into groups for management purposes.

  • Create Affiliate Note

    Popular

    Tool to create a note for an affiliate. Use when you need to add a note or comment to an affiliate's profile.

  • Create Affiliate Prospect

    Popular

    Tool to create an affiliate prospect. Use when you need to register a new potential affiliate before they become a full affiliate.

  • Delete affiliate meta data

    Popular

    Tool to delete metadata by key for an affiliate. Use when you need to remove a specific metadata field from an affiliate's profile.

  • Delete an affiliate prospect

    Popular

    Tool to delete a specific affiliate prospect. Use when you need to remove an affiliate prospect by their affiliate_prospect_id.

  • Delete an affiliate

    Popular

    Tool to delete a specific affiliate. Use when you need to remove an affiliate by their affiliate_id after confirming it exists.

  • Get Affiliate Balances

    Popular

    Tool to retrieve an affiliate's balances across multiple currencies. Use when you need to check an affiliate's current balance state.

  • Get Affiliate Meta Data by Key

    Popular

    Tool to retrieve specific metadata value by key for an affiliate. Use when you need to fetch a single custom metadata field.

Show 28 more things it can do
  • Get Affiliate Prospect

    Popular

    Tool to retrieve details of a specific affiliate prospect. Use when you have the affiliate_prospect_id and need prospect information.

  • Retrieve a Program

    Popular

    Tool to retrieve details of a specific program. Use when you have the program_id and need full program information.

  • List all affiliate groups

    Popular

    Tool to list all affiliate groups. Use to retrieve all affiliate groups in your Tapfiliate account.

  • List affiliate's payments

    Popular

    Tool to list all payments for a specific affiliate. Use when you need to retrieve payment records for a particular affiliate by their affiliate_id.

  • List Affiliate Programs

    Popular

    Tool to list all programs (affiliations) associated with a specific affiliate. Use when you need to see which programs an affiliate is enrolled in.

  • List Affiliate Prospects

    Popular

    Tool to list all affiliate prospects. Use when you need to retrieve prospects with optional filters by email, referral_code, program_id, or group_id.

  • List all affiliates

    Popular

    Tool to list all affiliates. Use after confirming API access to fetch affiliates with optional filters.

  • List all balances

    Popular

    Tool to list all outstanding affiliate balances. Use when you need to retrieve balance records for affiliates, typically before processing payments.

  • List conversions

    Popular

    Tool to list all conversions. Use to fetch conversion records with optional filters for program, affiliate, date range, and pending status.

  • List all customers

    Popular

    Tool to list all customers with optional filtering by program, customer ID, affiliate, or date range. Use after verifying API credentials to fetch customer records.

  • List program affiliates

    Popular

    Tool to list all affiliates in a specific program. Use when you need to fetch affiliates enrolled in a particular program with optional filters for source_id, email, parent_id, or affiliate_group_id.

  • List program commission types

    Popular

    Tool to list commission types for a specific program. Use when you need to retrieve all commission types configured for a program after confirming valid API credentials.

  • Create a Payment

    Popular

    Tool to create a payment. Use when you need to credit an affiliate after confirming transaction details.

  • List all payments

    Popular

    Tool to list all payments. Use when you need to retrieve paginated payment records after confirming API credentials.

  • Retrieve a Payment

    Popular

    Tool to retrieve details of a specific payment. Use when you have the payment_id and need full payment information.

  • List all payout methods

    Popular

    Tool to retrieve a list of all payout methods for an affiliate. Use when fetching available payment options for an affiliate.

  • List all programs

    Popular

    Tool to list all programs. Use after confirming API credentials to fetch program list with optional asset filters.

  • Set Affiliate Group

    Popular

    Tool to set the affiliate group for a specific affiliate. Use when you need to assign or change an affiliate's group membership.

  • Set Affiliate Meta Data

    Popular

    Tool to update (replace) metadata for an affiliate. Use when you need to set custom metadata fields for a specific affiliate by their affiliate_id.

  • Set Affiliate Metadata by Key

    Popular

    Tool to set or update a specific metadata field for an affiliate by key. Use when you need to store custom data associated with an affiliate.

  • Set Affiliate Parent

    Popular

    Tool to set a parent affiliate relationship for a child affiliate. Use when you need to create a hierarchical affiliate structure by assigning a parent to a child affiliate.

  • Update Affiliate Group

    Popular

    Tool to update an affiliate group's details. Use when you need to change the title or other properties of an existing affiliate group.

  • List affiliate custom fields

    Tool to get custom fields configured for affiliates. Use to retrieve the list of custom field definitions available for affiliate profiles.

  • List Affiliate Meta Data

    Tool to retrieve metadata for a specific affiliate. Use when you need to fetch custom metadata key-value pairs associated with an affiliate.

  • List affiliate notes

    Tool to list notes for a specific affiliate. Use when you need to retrieve all notes associated with an affiliate by their ID.

  • List program bonuses

    Tool to list all bonuses for a specific program. Use when you need to retrieve performance bonuses configured for a program.

  • List program MLM levels

    Tool to list MLM levels for a program. Use when you need to retrieve the multi-level marketing commission structure for a specific program. Returns empty array if no MLM levels are configured.

  • Remove affiliate group from affiliate

    Tool to remove affiliate group from an affiliate. Use when you need to unassign an affiliate from their current group, setting their affiliate_group_id to null.

Built for the way you actually work

No code, no engineers

Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.

Sounds like you, not like a bot

Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.

Plugs into the stack you already use

No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.

Your data stays yours

Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.

What you can do once Tapfiliate is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in Tapfiliate, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches Tapfiliate for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive Tapfiliate work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect Tapfiliate to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Tapfiliate in your connected apps

    Inside FormWise, go to Settings → Connected Services and look for Tapfiliate.

  3. 3

    Hit "Connect"

    Click "Connect Tapfiliate" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in Tapfiliate

    Build a quick AI Agent (it's like writing instructions, not code), and pick the Tapfiliate actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of Tapfiliate for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your Tapfiliate workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.

  • OpenAI
  • Anthropic Claude
  • Google Gemini

Questions other Tapfiliate users had before signing up

Do I need to know how to code?

Not even a little. If you can use Tapfiliate today, you can set this up. You'll connect Tapfiliate, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.

Will my clients know they're talking to an AI?

Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.

Can I make it sound like me?

Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your Tapfiliate login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Tapfiliate or delete everything any time.

What happens when Tapfiliate updates their app?

We handle it. When Tapfiliate adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting Tapfiliate takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Tapfiliate — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About Tapfiliate on FormWise

Tapfiliate is an affiliate and referral tracking platform that enables businesses to create, track, and scale their affiliate programs efficiently.

Connect Tapfiliate once and your FormWise AI gets 40 things it can do inside it. That means your AI can handle the Tapfiliate work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to Tapfiliate? Take a look at tapfiliate.com.

Stop doing the Tapfiliate work yourself

Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.