Configly Support

Your First Snapshot A snapshot is a point-in-time capture of your Zendesk configuration. Think of it like taking a photo of your entire setup -- all 41 object types across triggers, automations, vi...

Connecting Your Zendesk Instance Configly uses OAuth 2.0 to securely connect to your Zendesk instance. This page explains how to set it up. What You'll Need Zendesk admin access — you need per...

Quick Start Get Configly set up and running in just a few minutes. What You'll Do Create your Configly account and start your free trial Connect your Zendesk instance Run your first configuration ...

Troubleshooting "I didn't copy the secret" You'll need to generate a new secret. In Zendesk, go to Admin Centre → Apps and integrations → APIs → Zendesk API → OAuth Clients, select your Configly cl...

v0.13.1 -- Password Management (14 March 2026) Change and reset passwords, with full support for OAuth users. Change password -- update your password from the Settings page. A new Security card sh...

v0.12.0 -- Apply Changes (11 March 2026) Push your What-If simulation changes directly to Zendesk. Apply to Zendesk -- push tested changes from What-If mode to your live Zendesk instance Change re...

v0.11.0 — Expanded Configuration Types Released: 2026-03-10 This release adds five new Zendesk configuration types — Custom Objects, Routing Rules, Dynamic Content, Webhooks, and Targets — bringing...

v0.10.0 — Billing & Subscriptions Released: March 2026 This release introduces the full Configly billing system: subscription plans, a 14-day free trial, Stripe-powered checkout, feature gating, pa...

v0.9.0 -- Type Registry Released: March 2026 This release introduces a declarative type registry that replaces per-type boilerplate code, adds instance-level type selection, real-time sync progress...

v0.8.0 -- Health Check PDF Reports Released: March 2026 This release introduces the Health Check engine with automated configuration analysis, scored reports, AI-powered summaries, and downloadable...