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 Automations - Workflows
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.