Access Account Settings: Click on your name in the bottom left of the sidebar, then click the settings icon next to your name.

Navigate to Connected Apps: Once in the Account Settings, click "Connected Apps".

Initiate Zendesk connection: Click the "Connect Zendesk" button to start the integration process.

Fill out connection details: A modal will pop up, asking you to provide your Zendesk subdomain, email, and API token. Enter the required information in the respective fields.

To locate your Zendesk API token, follow the directions provided in the modal

Create connection: Once you have entered your subdomain, email, and API token, click the "Create Connection" button to establish the link between Cassidy and your Zendesk account.

Connection established: Once you have created the connection, your Zendesk account will be connected to Cassidy.

If you ever need to disconnect the integration, simply click the "Disconnect" button.

Import Zendesk content: In the Cassidy Knowledge Base, navigate to the import section (see the importing from external apps & integrations article in the Knowledge Base collection for more information). Select the desired Zendesk categories, sections, and articles and click "Import" to bring your content into Cassidy.

Content from the selected categories, sections, and articles will now be imported to the Cassidy Knowledge Base and synced regularly (see the syncing integrations article for more information).

If you haven't already connected the Zendesk app, you can also initiate the connection process directly from the import section in the Knowledge Base.

Open trigger or action settings: Click on a Zendesk trigger or action within your workflow to open its settings.

Initiate connection: Click the Connect button to start the Zendesk connection process for the trigger or action.

Fill out connection details: A modal will pop up, asking you to provide your Zendesk subdomain, email, and API token. Enter the required information in the respective fields.

*To locate your Zendesk API token, follow the directions provided in the modal

Create connection: Once you have entered your subdomain, email, and API token, click the Create Connection button to establish the link between Cassidy and your Zendesk account.

Manage connections: You can view and manage your Zendesk connections within the trigger or action settings. If you click the "..." next to your own connections, you can choose to edit the connection details or delete the connection if needed.