Can I copy a workflow from one organization to another?

Save time by applying an efficient workflow to all your customers-even those managed from a different organizations.

Samantha Semuhin avatar
Written by Samantha Semuhin
Updated over a week ago

Your analytics show a workflow was proven efficient? Effortlessly reinvest the time and creativity put into designing and testing it out across multiple organizations!

Head to your Workflows configuration panel, and click on the “...” at the end of the line of the one you want to replicate. Click on Copy to another organization and select the one you want to add it to.

Once duplicated, you can either adjust your workflow or assign it to your customers as is.


👉 Please note it is now separate from the original, and changes applied to one will not affect the other!


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