Duplicate 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
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Go to Automations - Workflows
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Click on the 3 dots next to the title of the workflow
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Click on Duplicate Workflow
Step 2: Edit the Copy Workflow
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Edit, if needed, the workflow name you will be duplicating and click on Create.
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Edit the new workflow as needed and save.
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Don’t forget to publish it before using it.