Zapier Quick-Start Guide

Start using Confection with Zapier in a few simple steps.

Issues? Questions? Feedback? Leave a comment. Already have a Confection account? Already installed Confection on your site or app? Skip to step four. New to Confection? Learn more here.

Get Started

Step One

If you haven’t already, create a Confection account. (It’s free.) If you already have a Confection account, log in.

Continue to Step 2

Step Two

Click “My Account” (or “Set Up My Account” if you’re accessing your account for the first time). Enter your contact information, the domain(s) on which you want to use Confection, and select one of our two data storage options. Then, click “Save Changes.”

Continue to Step 3

Step Three

Click "API Keys" (or "Get My Keys" if you're accessing your account for the first time). Copy your account ID and API keys. You'll need them in the next step.

Continue to Step 4

Step Four

At this point, you'll want to make sure you've installed Confection on your site. If you haven't started writing data to your account, you won't see any test information when you set up your Zap.

If you need to install Confection, click "Install Confection" inside your Confection account and/or see our quick-start guides.

a. Authentication

After you've installed Confection, log in to your Zapier account, and visit zapier.com/app/connections

Click "Add connection," and then search for "Confection" in the popup. Click Confection to load the authentication form. Then, enter your account ID and secret key from step 3.

Confection Zapier Authentication

Click, "Yes, Continue" to finalize authentication. Next, click "Create Zap" to start sending your Confection data to the 3,000+ apps that integrate with Zapier.

b. Trigger

On the Zap creation screen, you'll see three trigger options:

Confection Zapier Trigger Events

Trigger Option 1: New or Updated UUID
Use this to create a new UUID and/or update existing UUIDs in your target endpoint. For example, if you've integrated Confection with an analytics platform, this will write updated information to a UUID each time Confection captures data from that UUID.

To learn more about the ways Confection handles UUIDs, click here.

Trigger Option 2: New Event
Use this to write event data to a UUID. For example, if a UUID clicks a button, you can write that event to your endpoint.

Trigger Option 3: New Lead
Confection uses a blend of predictive algorithms and AI to link UUIDs that have similar traits, assign them probable “likeness” scores of 1-99%, and consolidate them into single user records ("leads"). Use this to retrieve data from lead records who cross your preferred likeness score threshold. (You'll be able to customize your likeness score in the "Action" editor. We'll show you how in the next step.)

After selecting your preferred trigger, click "Continue." Select the Confection connection you created earlier in step four, and then click "Continue" again.

c. Final Steps

Trigger Option 1: New or Updated UUD
Assuming you've installed Confection, you can now test your trigger. Then, use the "Action" menu to begin writing data to your preferred endpoint.

Trigger Option 2: New Event
Confection tracks common, best-practice events like pageviews out of the box. Use this field to send custom events to your preferred endpoint. For example, if you wanted to write an event named "button-click" to your endpoint, you'd enter "button-click" here.

To learn how to begin tracking custom events on your site, see "Sending Custom Events/Information" here: dashboard.confection.io/docs/client

Confection Zapier Authentication

Again, assuming you've installed Confection, you'll be able to test your trigger now. Then, use the "Action" menu to begin writing data to your preferred endpoint.


Trigger Option 3: New Lead
Using the field's name value, define which form field is significant enough to promote an anonymous UUID to a known contact ("lead"). For example, if you had the following form on your site and you wanted to use the email field as your field of significance:

<form>
<input name="name" id="input_1" type="text" class="my-class-1" placeholder="Name">
<input name="email" id="input_2" type="email" class="my-class-2" placeholder="Enter Your Email Address">
<input type="submit" id="button" class="my-class-3" value="Submit">
<//form>

... you'd copy and paste email from <input name="email" ... into the Zapier "Field of Significance" text box.

Confection Zapier Field of Significance

Once again, assuming you've installed Confection, you'll be able to test your trigger now.

Unlike the other two triggers, the "New Lead" trigger requires one more step to function properly. After testing your trigger, add a new Confection action. You'll see two trigger options:

Confection Zapier Trigger Action

Action Option 1: Retrieve Full Details of UUID
Use this to retrieve the full details of a single (session) UUID. For example, if you don't feel your event trigger includes enough data to warrant inclusion in a unified UUID, this will retrieve data for a single session UUID.

Action Option 2: Get All Related UUIDs
Use this to retrieve data from consolidated UUID records. For example, if you select this trigger and then set a likeness score of 65%, Confection will retrieve data from unified UUIDs whose likeness scores are 65% and above. (You'll set your preferred likeness score in a moment.)

After selecting your preferred action, click "Continue." Select the Confection connection you created earlier in step four, and click "Continue" again.

Action Option 1: Retrieve Full Details of UUID
Enter the UUID field in the Zapier text box.

Confection Zapier Trigger Action 1

Then, click "Continue" and test the action. Once this is done, use the "Action" menu to begin writing data to your preferred endpoint.

Action Option 2: Get All Related UUIDs
Enter the lead data UUID field in the Zapier text box, and set your likeness score. Use a whole integer between 1 and 99. Lower scores are more inclusive (more session UUIDs per consolidated UUID). Higher ones are more restrictive (fewer session UUIDs per consolidated UUID). Lastly, select "Yes" or "No" from the Zap success dropdown.

Confection Zapier Trigger Action 2

Then, click "Continue" and test the action. Once this is done, use the "Action" menu to begin writing data to your preferred endpoint.

That's it. You're done.


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