How to Duplicate a Workflow

Overview

Duplicating a workflow is a fast way to preserve an existing setup while creating room for edits or building a new automation based on a proven structure. This feature is especially useful if you want to reuse triggers and actions for a different purpose—such as creating similar workflows for multiple forms or campaigns—without rebuilding from scratch.

Step 1: Copy the Workflow

1. Go to Automation > Workflows.

2. Click on the three dots next to the workflow you want to duplicate.

3. Select Duplicate Workflow.

Step 2: Edit the Copied Workflow

1. Update the workflow name if needed.

2. Click Create.

3. Edit the triggers, filters, and actions as required.

4. Save and publish the workflow before using it.

FAQs

1. How do I duplicate a workflow?
Go to Automation > Workflows, click the three dots next to the workflow, and select Duplicate Workflow.

2. Can I change the name of the duplicated workflow?
Yes, you can rename the workflow during duplication.

3. Do I need to publish the duplicated workflow before using it?
Yes, the duplicated workflow will remain in draft until you publish it.

4. Can I duplicate workflows that already have triggers and actions set up?
Yes, all triggers and actions will be copied, and you can edit them as needed.

5. Is there a limit to how many workflows I can duplicate?
There’s no set limit, but keeping workflows organized is recommended when managing a large number.