Configly Support

Macros What Are Macros? Macros are saved sets of actions that agents can apply to tickets with a single click. They streamline common workflows by automating repetitive tasks like setting fields, a...

Automations What Are Automations? Automations are time-based business rules in Zendesk that run hourly and check all tickets in your instance. Unlike triggers (which fire immediately on ticket even...

Triggers What Are Triggers? Triggers are automated rules in Zendesk that fire when tickets are created or updated. They check conditions and perform actions like assigning tickets, sending emails, ...

GitHub Sync GitHub Sync exports your Zendesk configuration as human-readable YAML to a GitHub repository you own, creating a full Git history of every change -- whether applied through Configly or ...

What-If Simulation What-If Mode lets you simulate configuration changes before applying them to your live Zendesk instance. Make virtual edits to triggers, automations, macros, views, fields, SLA p...

Apply Changes Apply Changes lets you push your tested What-If simulation changes directly to your live Zendesk instance. Instead of manually recreating changes in Zendesk, you can review, confirm, ...

PDF Reports Generate a downloadable PDF report from any completed health check. Click Download Report on the health check dashboard. Report Tiers PDF reports come in three tiers with progressively ...

Health Check Health Check runs 42 automated checks across your Zendesk configuration and produces a scored report with actionable findings. Run a check on demand or schedule daily checks with email...

Broken Reference Detection Broken Reference Detection identifies configuration items that reference objects which no longer exist in your Zendesk instance. These "broken references" are one of the ...

Dependency Mapping helps you understand how your Zendesk configuration objects are connected. It answers questions like: Which triggers use this custom field? What will break if I delete this grou...