How to Duplicate a Workflow

In this article, you will learn how to duplicate a workflow. This can be useful for you in case you need to use the same setup but for different scenarios.

A case example could be 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. This feature will allow you to use the setup you have, and just edit as needed the filter, and the actions if needed.

What would you need:

  • A workflow

Step 1: Copy the workflow

  • Go to Automation - Workflows

  • Click on the 3 dots next to the title of the workflow

  • Click on Duplicate Workflow

  • Edit if needed the workflow name you will be duplicating and click on Create

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