--- title: "Connect karmaCRM to Tapfiliate - APIANT.ai" description: "When \"New Company\" fires in karmaCRM, your agent runs \"Create Customer\" in Tapfiliate." canonical: "https://apiant.ai/connect/karmacrm-to-tapfiliate" --- # Connect karmaCRM to Tapfiliate When **New Company** fires in [karmaCRM](https://apiant.ai/connections/karmacrm), your agent runs **Create Customer** in [Tapfiliate](https://apiant.ai/connections/tapfiliate). Describe the whole flow and it is built, tested on every scenario and kept running. karmaCRM **4** triggers karmaCRM **18** actions Tapfiliate **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want karmaCRM and Tapfiliate to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What karmaCRM can start in Tapfiliate - When **New Company** in karmaCRM then **Create Customer** in Tapfiliate - When **New Contact** in karmaCRM then **Add affiliate note** in Tapfiliate Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with karmaCRM and Tapfiliate ## Triggers and actions 4 triggers · 40 actions - Trigger **New Company** Triggers when a new company is created in karmaCRM. - Trigger **New Contact** Triggers when a new contact is created in karmaCRM, optionally limited to an assigned user, status, stage or tags. - Trigger **New deal** Triggers when a new deal is created in karmaCRM. - Trigger **Updated Contact** Triggers when a contact is updated in karmaCRM. - Action **Add note** Adds a note (or logged call) to a karmaCRM contact, company or other record. - Action **Create Company** Creates a company in karmaCRM with its contact details, tags and custom field values. - Action **Create Contact** Creates a contact in karmaCRM with names, company, emails, phones, addresses, tags and custom field values. - Action **Create Deal** Creates a deal in karmaCRM, optionally linked to a contact and company. - Action **Create Task** Creates a task (activity) in karmaCRM, optionally with a due date, reminders and linked contacts. - Action **Delete company** Deletes a company from karmaCRM. - Action **Delete contact** Deletes a contact from karmaCRM by its ID. - Action **Delete deal** Deletes a deal from karmaCRM. - Action **Find Company** Finds companies in karmaCRM whose name matches the name you supply, and returns the first match plus all matches. - Action **Find Contact** Finds karmaCRM contacts by email address or name, optionally narrowed by assigned user, status, stage or tags. - Action **Get company** Returns a single karmaCRM company by its ID, including contact details, tags and custom field values. - Action **Get contact** Returns a single karmaCRM contact by its ID, including emails, phone numbers, addresses, tags and custom field values. - Action **Get deal** Returns a single karmaCRM deal by its ID, including stage, price, contact and custom field values. - Action **Get note** Returns a single karmaCRM note (history entry), including its content, related record and participants. - Action **List deals** Returns the deals in your karmaCRM account, optionally only those after a given date. - Action **Update company** Updates an existing company in karmaCRM, changing only the fields you fill in. - Action **Update contact** Updates an existing contact in karmaCRM, changing only the fields you fill in. - Action **Update deal** Updates an existing deal in karmaCRM, such as its name, stage, price, contact, company or custom field values. - Action **Add affiliate note** Adds a note to an affiliate and returns the created note, including who wrote it and when. - Action **Add affiliate to program** Adds an existing affiliate to a program, optionally setting their approval status and coupon, and returns the affiliate's record in that program. - Action **Add Commission to Conversion** Adds one or more commissions to an existing conversion, calculated from the amount you supply, and returns the commissions that were created. - Action **Add payment** Records a payment to an affiliate for a given amount and currency, and returns the payment that was created. - Action **Create Conversion** Creates a conversion in Tapfiliate, attributed to an affiliate by customer, coupon, referral code, click, asset and source, or tracking id, and returns the conversion with its commissions. - Action **Create Customer** Creates a customer in Tapfiliate and attributes it to an affiliate using a referral code, coupon, click id, tracking id, or asset and source ids. - Action **Delete affiliate** Deletes an affiliate from your Tapfiliate account by ID. - Action **Delete conversion** Deletes a conversion from your Tapfiliate account. - Action **Delete customer** Permanently deletes a customer from your Tapfiliate account. - Action **Find Affiliate** Returns the affiliates that match the email address, referral code, click, source, parent affiliate or affiliate group you specify. - Action **Find Affiliate in Program** Returns the affiliates in a program that match an email address, source id, parent affiliate or affiliate group. - Action **Find Affiliate Prospect** Returns the affiliate prospects that match an email address, referral code, program or affiliate group. - Action **Find Conversion** Returns the conversions that match an external id, program, affiliate, pending-commission status or date range. - Action **Find Customer** Returns the customers that match a customer id from your own system, or a program, affiliate or date range. - Action **Get affiliate** Returns one affiliate by id, including their contact details, company, address, meta data and custom field values. An error occurs if the affiliate is not found. - Action **List commissions** Returns all commissions in the Tapfiliate account, optionally narrowed by affiliate, approval status or whether they have been paid out. - Action **List payments** Returns the payments made to affiliates in your Tapfiliate account, including the affiliate paid, the amount and the currency. - Action **List programs** Returns all affiliate programs in the Tapfiliate account, optionally narrowed to one asset. - Action **Set Affiliate Group** Assigns an affiliate to an affiliate group, replacing any group the affiliate is currently in. - Action **Update Commission Approval Status** Approves or disapproves a commission and returns the updated commission. - Action **Update conversion** Updates an existing conversion's amount, external id or meta data, and can recalculate its commissions when the amount changes. - Action **Update Customer Status** Cancels a customer or uncancels them, returning the updated customer and its status. ## Each app on its own - [ **karmaCRM** KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your...](https://apiant.ai/connections/karmacrm) - [ **Tapfiliate** Tapfiliate is cloud based affiliate tracking software.](https://apiant.ai/connections/tapfiliate) Reviews ## What our customers say ## More from karmaCRM - [ **karmaCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/karmacrm-to-salesforce) - [ **karmaCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/karmacrm-to-slack) - [ **karmaCRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/karmacrm-to-mailchimp) - [ **karmaCRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/karmacrm-to-stripe) - [ **karmaCRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/karmacrm-to-shopify) - [ **karmaCRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/karmacrm-to-quickbooks-online) ## More into Tapfiliate - [ **HubSpot to Tapfiliate** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tapfiliate) - [ **Salesforce to Tapfiliate** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tapfiliate) - [ **Slack to Tapfiliate** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tapfiliate) - [ **Google Sheets to Tapfiliate** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-tapfiliate) - [ **Gmail to Tapfiliate** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tapfiliate) - [ **Google Calendar to Tapfiliate** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tapfiliate) Questions ## karmaCRM and Tapfiliate, answered ### ### What can start an automation from karmaCRM? Any of karmaCRM's 4 triggers in the catalog, including New Company, New Contact, New deal and Updated Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Tapfiliate when something happens in karmaCRM? Any of Tapfiliate's 22 actions, including Create Conversion, Create Customer, Update Commission Approval Status and Update conversion. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Tapfiliate to karmaCRM? Tapfiliate has no triggers in the catalog today, so automations start in karmaCRM. If you need the other direction, ask: your agent reads Tapfiliate's API documentation and adds it. ### ### Do I have to build a connector for karmaCRM or Tapfiliate? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use karmaCRM and Tapfiliate without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.