How to Duplicate a Workflow

July 30, 2024•1 min read

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.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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