Cancel a Payment
Tool to cancel a specific payment. Use when you need to cancel a payment by its payment_id.
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Integrate Tapfiliate
with your AI CRM
Tapfiliate is an affiliate and referral tracking platform that enables businesses to create, track, and scale their affiliate programs efficiently.
Explore Triggers and Actions
Create a Payment
Create a Tapfiliate payment record for an affiliate after payment has been made through a payment provider.
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Create Affiliate Group
Tool to create a new affiliate group. Use when you need to organize affiliates into groups for management purposes.
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Create Affiliate Note
Tool to create a note for an affiliate. Use when you need to add a note or comment to an affiliate's profile.
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Create Affiliate Prospect
Create an affiliate prospect to register a potential affiliate before they become a full affiliate. Provide the prospect's name and email; the returned record can include a referral link.
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Create an Affiliate
Create a new affiliate account with contact details. The affiliate is archived until added to a program.
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Delete affiliate meta data
Tool to delete metadata by key for an affiliate. Use when you need to remove a specific metadata field from an affiliate's profile.
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Delete an affiliate
Tool to delete a specific affiliate. Use when you need to remove an affiliate by their affiliate_id after confirming it exists.
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Delete an affiliate prospect
Tool to delete a specific affiliate prospect. Use when you need to remove an affiliate prospect by their affiliate_prospect_id.
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Get Affiliate Balances
Tool to retrieve an affiliate's balances across multiple currencies. Use when you need to check an affiliate's current balance state.
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Get Affiliate Meta Data by Key
Tool to retrieve specific metadata value by key for an affiliate. Use when you need to fetch a single custom metadata field.
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Get Affiliate Prospect
Retrieve details of a specific Tapfiliate affiliate prospect by prospect ID. Use this to inspect the prospect's information and referral link.
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List affiliate custom fields
List the custom field definitions configured for affiliate profiles in Tapfiliate. Use this to discover the fields available for affiliates.
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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.
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List affiliate notes
List a page of notes for a specific affiliate by ID. Specify a page to retrieve subsequent results.
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List Affiliate Programs
List the programs associated with a specified affiliate, including past affiliations. Use this to review the affiliate's program memberships.
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List Affiliate Prospects
List Tapfiliate affiliate prospects, optionally filtering by email, referral code, program, or affiliate group. Results are paginated; specify a page to retrieve further prospects.
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List affiliate's payments
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.
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List all affiliate groups
List the first page of affiliate groups in your Tapfiliate account.
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List all affiliates
Tool to list all affiliates. Use after confirming API access to fetch affiliates with optional filters.
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List all balances
Tool to list all outstanding affiliate balances. Use when you need to retrieve balance records for affiliates, typically before processing payments.
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List all commissions
List commission records with optional filters and pagination. Use the affiliate and approval status filters to narrow results, and request further pages as needed.
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List all customers
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.
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List all payments
Tool to list all payments. Use when you need to retrieve paginated payment records after confirming API credentials.
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List all payout methods
List the payout methods configured for a specified affiliate. Use this to review the affiliate's available payment options and their details.
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List all programs
List the first page of programs, optionally filtered by asset ID.
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List conversions
Tool to list all conversions. Use to fetch conversion records with optional filters for program, affiliate, date range, and pending status.
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List program affiliates
List a page of affiliates in a specific program, with optional filters for source ID, email, parent ID, or affiliate group ID.
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List program bonuses
List a page of performance bonuses configured for a specified program. Select a page to review further bonus records.
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List program commission types
List commission types for a specific program. The request returns the first page of results.
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List program MLM levels
List the MLM levels configured for a specified program. Use this to review the program's multi-level marketing commission structure.
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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.
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Retrieve a Payment
Tool to retrieve details of a specific payment. Use when you have the payment_id and need full payment information.
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Retrieve a Program
Tool to retrieve details of a specific program. Use when you have the program_id and need full program information.
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Retrieve an Affiliate
Retrieve selected details of an affiliate by affiliate ID, including name, email, company name, metadata, and creation time.
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Set Affiliate Group
Tool to set the affiliate group for a specific affiliate. Use when you need to assign or change an affiliate's group membership.
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Set Affiliate Meta Data
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.
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Set Affiliate Metadata by Key
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.
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Set Affiliate Parent
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.
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Update Affiliate Group
Update the title of an existing affiliate group.
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How the Tapfiliate integration works
The Tapfiliate integration connects your Dench AI CRM directly to Tapfiliate, so agents can read and act on your Tapfiliate data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
40 actions are available for agents to invoke on your behalf. Every call runs through Tapfiliate's own authorization, scoped to the account you connect.
Set up Tapfiliate in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Tapfiliate and click Connect — you'll authorize access through Tapfiliate's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Tapfiliate in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Tapfiliate integration work with Dench?
The Dench Tapfiliate integration connects your AI CRM to Tapfiliate, so AI agents can work with your Tapfiliate data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Tapfiliate via Dench?
The Tapfiliate integration currently exposes 40 actions, including Cancel a Payment, Create a Payment, Create Affiliate Group, Create Affiliate Note, Create Affiliate Prospect, and Create an Affiliate. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Tapfiliate to Dench?
No. You connect Tapfiliate from your Dench workspace using Tapfiliate's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Tapfiliate integration secure?
Connections are authorized through Tapfiliate's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Tapfiliate connection from your workspace settings at any time.