Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Invoice Ninja
Trigger: Watch New Client
Tapfiliate
Action: Select an action
1. Select a trigger
  • Triggers when a new client is added.

  • Triggers when a new expense is added.

  • Triggers when a new invoice is added.

  • Triggers when a new payment is added.

  • Triggers when a new quote is added.

  • Triggers when a new task is added.

2. Select an action
  • Creates a conversion.

  • Creates a customer.

  • Creates an affiliate.

  • Creates an affiliate prospect.

  • Deletes a conversion.

  • Deletes a customer.

  • Deletes an affiliate.

  • Gets information about a conversion.

  • Gets information about a customer.

  • Gets information about an affiliate.

  • Gets the metadata of the selected object.

  • Performs an arbitrary authorized API call.

  • Sets the affiliate group of an affiliate.

  • Sets the metadata of the selected object.

  • Sets the parent affiliate for an affiliate (MLM).

  • Updates information about a conversion.

  • Updates a customer's information.

  • Approves or disapproves a commission.

  • Cancels or uncancels a customer.

Select a trigger and an action

Create workflow (opens in a new tab)