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Create AffiliatePress affiliate from new 123 Form Builder form submissions for agency client onboarding

When someone submits your 123 Form Builder onboarding form, FlowMattic registers them as an affiliate in AffiliatePress, so new agency clients or partners are set up without manual entry.

123 Form Builder AffiliatePress

2 steps Setup ~5 min Used on 2.9k sites Free to import

The Create AffiliatePress affiliate from new 123 Form Builder form submissions for agency client onboarding workflow on the FlowMattic canvas, with 2 steps across 123 Form Builder, AffiliatePress
The workflow as it appears in the builder after import. Each step opens for editing.

What this workflow does

Agencies that pay clients or partners for referrals usually collect their details on a form, then retype them into the affiliate plugin. This workflow removes that second step: each onboarding form entry becomes an AffiliatePress affiliate on your WordPress site.

The 123 Form Builder New Form Submission trigger fires when someone submits the form you connect. The answers, such as name, email and company, are passed to the next step.

The AffiliatePress Create Affiliate step registers an affiliate from an email address or a WordPress user ID. FlowMattic describes it as able to create the WordPress user when one is missing. The step ships unmapped, so after import you map the form's email field into it, plus any other details you want on the affiliate.

Every submission creates an affiliate, so keep this form for people you are happy to enrol. Run a test with your own email and check Task History to see the status AffiliatePress gives the new affiliate and whether a WordPress user was created.

Referral partners from client onboarding

A web agency's onboarding form asks new clients if they want to refer others, and each one who submits gets an affiliate account to share their link.

Reseller sign-up form

A software agency uses a 123 Form Builder application form for resellers and has each applicant created in AffiliatePress for review.

Event sponsors with tracked links

A marketing agency registers sponsors through a form, so each sponsor gets an affiliate record and can promote the event with a tracked link.

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

  1. Step 1Trigger
    123 Form Builder New Form Submission

    Fires when the 123 Form Builder form you choose receives a new submission. The answers, such as the email, name and company, are available to map.

  2. Step 2Action
    AffiliatePress Create Affiliate

    Registers an affiliate in AffiliatePress from an email or WordPress user ID, creating the WordPress user if needed. Map the form's email field after import.

What you need

  • FlowMatticCore
  • 123 Form Builder AccountAccount
  • AffiliatePress PluginPlugin

After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.

Make it yours

Changes worth making after you import it.

  • Make the email field required in 123 Form Builder, because AffiliatePress needs an email or user ID to create the affiliate.
  • Add AffiliatePress Get Affiliate Referral Link after Create Affiliate and email that link to the new partner, so they can start sharing right away.
  • Put a Filter between the 123 Form Builder trigger and Create Affiliate that continues only when a consent or referral-interest field is ticked. The field is yours to choose on your form.
  • Use a separate form for affiliate onboarding instead of your general contact form, since every submission creates an affiliate.

Questions about this workflow

Does every 123 Form Builder submission become an AffiliatePress affiliate?

Yes. Each submission to the connected form runs the Create Affiliate step. Add a Filter between the trigger and that step if only some answers should lead to an affiliate.

Does the person need a WordPress account first?

No. FlowMattic describes Create Affiliate as able to create the WordPress user when one is missing. Test with a new email to see how it behaves on your site.

What if the email is already an AffiliatePress affiliate?

AffiliatePress decides how to handle an existing affiliate. Submit the form with an email that already has an affiliate account and check the step's response in Task History.

Are new affiliates approved automatically?

Check a test run to see which status AffiliatePress gives the new affiliate. To set another one, add Update Affiliate Status after Create Affiliate and map the affiliate from its result.

Import this workflow into your WordPress site

Download the JSON, import it from the Workflows screen and connect your accounts. Every run stays on your server, with no per-task fees.

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Customers who run it every day

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It is self hosted and wordpress based. So you can effectively run this on any shared hosting with unlimited tasks. And new integrations are constantly being added. It's crazy how valuable this tool is.

Henry H.

The software works really well, and the team is adding integrations constantly, so I'm positive it eventually will catch up with Zapier. The flows are very easy to create and if you have any doubt, the team will give you great support.