The Zapier for AffiliateWP pro add-on allows you to connect AffiliateWP with overĀ 700 different web services, using your Zapier account. Any app available within Zapier can be connected to AffiliateWP. This pro add-on has support for bothĀ ZapierĀ ActionsĀ andĀ Triggers. You canĀ notify Zapier when the desiredĀ 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 alsoĀ needĀ 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 youāve enabled Zapier to do so and your site is authenticated as noted above, this data is made available to third-party services via REST APIĀ endpoints. Using these endpoints to power the Zapier pro add-on, weāre able to open AffiliateWP to theĀ enormousĀ world of the Zapier app ecosystem. Have a look at the primary features available ā¦
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 affiliateĀ registers
Automating marketing and notification efforts can be a real time saver. Adding your AffiliateWP affiliate contact info to MailChimp ā and keeping this data in sync ā 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 aĀ Google SheetsĀ 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 ā 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.
UploadĀ creativesĀ to a Dropbox account any time one isĀ 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 ā 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 theyāre 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 ā 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. Itās a pain for many. Use Quickbooks (or other similar programs) to generate tax information for amountsĀ 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 affiliatesĀ contact list updated in ActiveCampaign.
Add affiliates to an SMS list and text them any time they receive a new referral via any of theĀ SMS-enabled Zapier apps
Frequent, transparent communication is key to affiliatesĀ 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 inĀ anyĀ of theĀ numerous CRM applicationsĀ 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 theĀ video callĀ appsĀ 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 asĀ Hello Sign,Ā 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.
Actions
Available in AffiliateWP ZapierĀ 1.1 or later,Ā ActionsĀ are the opposite of triggers, and they allow you toĀ create, edit, or updateĀ any AffiliateWP affiliate, referral, visit, creative, orĀ payout. Read on below for several examples of how you can integrate AffiliateWPĀ actionsĀ with the apps available through Zapier. Notice theyāre the opposite of the same exampleĀ triggersĀ above.
Add or update an affiliate on your site when a subscriber in MailChimpĀ 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 inĀ MailChimp ā and keeping this data in sync by using the similar trigger noted above ā 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 siteĀ any time a new row is added in aĀ Google SheetsĀ spreadsheet
As ofĀ AffiliateWP Zapier 1.1,Ā 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 newĀ creativesĀ to your site any time a file is uploaded in a specific DropboxĀ folder.
This can also work in reverse from the above example Dropbox trigger. InĀ thisĀ example,Ā people upload photos to aĀ Dropbox folder youāveĀ shared. When Zapier detects new images, Affiliate can then create them using the AffiliateWP Zapier add-on.
Add anĀ affiliate on your site when a customerĀ isĀ created in one of the manyĀ accounting services which haveĀ 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 transactionĀ inĀ 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 doesnāt have an integration with AffiliateWP.
Add a new affiliate on your site any time aĀ new Google contact is created
Keeping contact information in sync is important ā 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 aĀ Google contactsĀ 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 aĀ creative, and its text, link, or imageĀ ā 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 affiliatesĀ contact list updated in ActiveCampaign.
Log visit, sales, and referral data as it occurs inĀ anyĀ of theĀ numerous CRM applicationsĀ available in Zapier, such as creatingĀ visits or referral from Salesforce leads
Send your CRM data straight into AffiliateWP, keeping everything in sync. Expanding on the aboveĀ triggerĀ example,Ā you can choose to make your CRM createĀ some (or all!) of your AffiliateWP data withĀ actions, or you can provide AffiliateWP data to your CRM withĀ triggers.
Add a note to every affiliate account after scheduling a video call with every new affiliate, via one of theĀ video callĀ appsĀ available
AffiliateĀ notesĀ 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 byĀ a new affiliate, via document-signing apps such asĀ Hello Sign,Ā Signaturit, or several others
Another freat example usage of affiliates notes to keep records updated. Similar to the above similarĀ triggerĀ example in the priorĀ TriggersĀ section, you may require a signature for a taxĀ document or other type of form. Now, you can note that itās been signed automatically.
Generate a visit or referral any time a certain transaction is created in your physical store, viaĀ Square
You can also track physical sales in a variety of ways. One popular service used by many small and medium-sized business isĀ Square.
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