AffiliateWP – Zapier

AffiliateWP – Zapier 1.1.2

The Zapier for AffiliateWP pro add-on allows you to connect AffiliateWP with over 700 different web services, using your Zapier account.

Any app available within Zapier can be connected to AffiliateWP.

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The Zapier pro add-on authenticates with your Zapier account using the API Keys feature available in AffiliateWP 1.9 or later (more information):

This pro add-on has support for both Zapier Actions and Triggers. You can notify Zapier when the desired AffiliateWP activity occurs on your site (such as a new referral being created), as well as create, update, or delete any number of affiliates, referrals, visits, creatives, and payouts!

You will also need to install and activate the REST API Extended pro add-on to be able to use the API Keys for further functionality with the triggers and actions of Zapier.

Any time AffiliateWP activity occurs on your site, if you’ve enabled Zapier to do so and your site is authenticated as noted above, this data is made available to third-party services via REST API endpoints.

Using these endpoints to power the Zapier pro add-on, we’re able to open AffiliateWP to the enormous world of the Zapier app ecosystem.

Have a look at the primary features available …

Features

Enable only the notifications you want

Securely authenticate with your site, using the AffiliateWP REST API

Triggers

Trigger a Zapier action any time an affiliate, referral, visit, or creative is updated, deleted, or created, as well as any time a payout is created or deleted

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Example triggers

Read on below for several examples of how you can integrate AffiliateWP triggers with the apps available through Zapier.

• Add or update a subscriber in MailChimp any time an affiliate registers

  Automating marketing and notification efforts can be a real time saver. Adding your AffiliateWP affiliate contact info to MailChimp – and keeping this data in sync – means everything stays up-to-date, with no extra work needed to keep everything current within your MailChimp account.

• Add a row of data to a Google Sheets spreadsheet any time a referral is paid

  Many individuals and businesses use Google Sheets for not only internal record-keeping, but as data sources for other efforts, such as accountants and other software. Need to send tax data about all affiliates or referrals to your accountant at tax time? No need to export data anymore – all of the pertinent data is added in a new row within a spreadsheet you specify, and will be ready to send when filing taxes.

• Upload creatives to a Dropbox account any time one is created on your site

  Many use Dropbox to share assets with clients, employees, and friends. Now you can keep your creatives data in sync with any folder being shared in Dropbox, allowing for even faster access to all of your assets – enabling affiliates to get going as quickly as possible.

• Adding affiliates as customers to accounting services, (such as Quickbooks, Zoho, and so on) when they register on your site

  Taking the prior example a step further, Zapier allows for connections directly to various accounting software. These can be used to add affiliate or referral data as they’re added, saving time and effort later on.

• Add a new Google contact any time an affiliate registers on your site

  Keeping contact information in sync is important – Google contacts offers a way to sync data between any Android device, Gmail, and other Google services. If these are thing you use frequently, leveraging a Google contacts Zapier integration can be a great addition to your Zapier zaps.

• Create a Facebook ad automatically whenever a creative is created

  Many marketing efforts employ the same campaign assets across different platforms, or re-use them for other concerns. With the Facebook integrations available in Zapier, many options are available, making your AffiliateWP creatives available to your Facebook efforts.

• Generate an invoice in Quickbooks for every successful payout.

  VAT. It’s a pain for many. Use Quickbooks (or other similar programs) to generate tax information for amounts you pay your affiliates.

• Add new affiliates to Active Campaign as new contacts

  Contacts! ActiveCampaign is another popular marketing platform. With Zapier, you can keep your AffiliateWP affiliates contact list updated in ActiveCampaign.

• Add affiliates to an SMS list and text them any time they receive a new referral via any of the SMS-enabled Zapier apps
  

  Frequent, transparent communication is key to affiliates feeling motivated and informed. Many sites offer SMS (text) message notifications as an option, providing an immediate way to provide data and feedback to your affiliates.

• Send referral and visit data to Salesforce, along with product info and any other referral data

  Have a sales team that needs regular, updated access to referral or affiliate data? Now you can connect AffiliateWP and Salesforce, making this data available.

• Log visit, sales, and referral data as it occurs in any of the numerous CRM applications available in Zapier
  

  Expanding on the prior example, some prefer other CRM applications over others. With the options available in Zapier, you can make this information available to the many business tools which offer Zapier apps.

• Schedule a video call with every new affiliate via one of the video call apps available
  

  Many AffiliateWP customers prefer to manually approve each affiliate registration. One of the many options made possible with the Zapier pro add-on is to automatically schedule a call with an affiliate the moment they register on your site.

• Send a pre-filled document to every new affiliate for a signature request, via document-signing apps such as Hello Sign, Signaturit, or several others
  

  Similar to the above example, you may require a signature, or more detailed written information from your affiliate, such as a signed form.

• Play a tune on Spotify any time a referral is made that meets certain criteria.

  Hey, why not? Celebrate the achievements of your business, and your affiliates.

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Actions

Available in AffiliateWP Zapier 1.1 or later, Actions are the opposite of triggers, and they allow you to create, edit, or update any AffiliateWP affiliate, referral, visit, creative, or payout.

Read on below for several examples of how you can integrate AffiliateWP actions with the apps available through Zapier. Notice they’re the opposite of the same example triggers above.

• Add or update an affiliate on your site when a subscriber in MailChimp is updated

  Automating marketing and notification efforts can be a real time saver. Adding or updating your AffiliateWP affiliate contact info on your site when something changes in MailChimp – and keeping this data in sync by using the similar trigger noted above – means everything stays up-to-date, with no extra work needed to keep everything current within your MailChimp account and your WordPress site.

• Add a new affiliate on your site any time a new row is added in a Google Sheets spreadsheet

  As of AffiliateWP Zapier 1.1, this can work in reverse as well; you can create affiliates when something new is detected in any external app or service which has a Zapier app, such as Google Sheets.

• Add new creatives to your site any time a file is uploaded in a specific Dropbox folder.

  This can also work in reverse from the above example Dropbox trigger. In this example, people upload photos to a Dropbox folder you’ve shared. When Zapier detects new images, Affiliate can then create them using the AffiliateWP Zapier add-on.

• Add an affiliate on your site when a customer is created in one of the many accounting services which have Zapier apps, such as Quickbooks, Zoho, Stripe, and so on.

  Your preferred payment gateway or accounting software not supported in any of the AffiliateWP official integrations? Not a problem! Create an affiliate (or anything else) whenever a new transaction in your invoice or accounting software is sent to a Zapier trigger. You could also use this to easily create a referral or payout when a new transaction is processed using a service that doesn’t have an integration with AffiliateWP.

• Add a new affiliate on your site any time a new Google contact is created

  Keeping contact information in sync is important – Google contacts offers a way to sync data between any Android device, Gmail, and other Google services. If these are things you use frequently, leveraging a Google contacts Zapier integration can be a great addition to your Zapier zaps, and keep data in sync with your AffiliateWP installation.

• Create an AffiliateWP creative any time you create a Facebook ad

  This zap can work as noted in the similar trigger example above, or you can go in reverse; creating a creative, and its text, link, or image – automatically. One less thing for the marketing department to do!

• Generate a payout in AffiliateWP any time an invoice in Quickbooks is generated

  Another example of using an external payment processor to power AffiliateWP payouts!

• Add a new affiliate whenever a new Active Campaign contact is created

  Contacts! ActiveCampaign is another popular marketing platform. With Zapier, you can keep your AffiliateWP affiliates contact list updated in ActiveCampaign.

• Log visit, sales, and referral data as it occurs in any of the numerous CRM applications available in Zapier, such as creating visits or referral from Salesforce leads
  

  Send your CRM data straight into AffiliateWP, keeping everything in sync. Expanding on the above trigger example, you can choose to make your CRM create some (or all!) of your AffiliateWP data with actions, or you can provide AffiliateWP data to your CRM with triggers.

• Add a note to every affiliate account after scheduling a video call with every new affiliate, via one of the video call apps available
  

  Affiliate notes are a private, admin-only way of keeping short notes about affiliates, if desired. Do you require some approval process or other registration procedure? In this example, making a simple, automatically added note in AffiliateWP that the affiliate has been interviewed keeps the entire team on the same page, or removes the need to keep notes in a separate location.

• Add an affiliate note any time a digital document is signed by a new affiliate, via document-signing apps such as Hello Sign, Signaturit, or several others
  

  Another freat example usage of affiliates notes to keep records updated. Similar to the above similar trigger example in the prior Triggers section, you may require a signature for a tax document or other type of form. Now, you can note that it’s been signed automatically.

• Generate a visit or referral any time a certain transaction is created in your physical store, via Square

  You can also track physical sales in a variety of ways. One popular service used by many small and medium-sized business is Square.