How to Duplicate or Copy a Workflow

In this article, you will learn how to duplicate a workflow.

Duplicating a workflow is a helpful feature when you want to either preserve an old workflow but make significant changes or use a workflow as a foundation for a brand new automation.

As an example, if you have a workflow with a Form Submitted trigger and action steps, and you want to use this same setup for other forms you created, duplicating a workflow will allow you to use the setup you have and edit the filter and actions as needed.

Step 1: Copy the workflow

• Go to Marketing & Sales > Automations
• Click on the 3 dots next to the title of the workflow
• Click on Duplicate Workflow

Step 2: Edit the Copy Workflow

• Edit, if needed, the workflow name you will be duplicating and click on Create.
• Edit the new workflow as needed and save. 
• Don’t forget to publish it before using it.

FAQs

How do I duplicate a workflow?

• Navigate to Automation> Workflows, click on the three dots next to the workflow title, and select “Duplicate Workflow.”

Can I change the name of the duplicated workflow?

• Yes, you can edit the name of the duplicated workflow during the duplication process.

Do I need to publish the duplicated workflow before using it?

• Yes, you must publish the new workflow to activate it and ensure it runs as intended.

Can I duplicate workflows with triggers and actions already set up?

• Yes, duplicating a workflow will copy all existing triggers and actions, allowing you to modify them as needed.

Is there a limit to how many workflows I can duplicate?

• There is generally no limit to the number of workflows you can duplicate, but keep in mind that managing a large number of workflows may require careful organization.