Duplicating a Workflow

Last updated: August 27, 2026

Duplicating a Workflow

Category: Workflows & Automation

If you want a variant of an existing workflow — the same trigger and structure with a few tweaks — you no longer have to rebuild it from scratch in the flow-chart editor. You can now duplicate a workflow from two places: the workflows list, or right inside the editor while you're working on one.

How It Works

Duplicating a workflow creates a brand-new workflow with its own id — the trigger and every action are copied in full, so editing the copy can never change or break the original. The new workflow always starts out:

  • Private — visible only to you until you choose to share it

  • Paused — it will not fire for any CRM record until you publish and activate it

  • A draft — you can review and adjust everything before it goes live

There are two ways to create a copy, and they copy from slightly different places:

Option A — Duplicate from the Workflows List

This copies whatever is currently published and active for that workflow.

  1. Go to Workflows and find the workflow in My Workflows, Shared with Me, or Organization Workflows.

  2. Open the row's kebab menu and select Duplicate Workflow.

  3. A dialog opens with the name pre-filled as "Copy of <original name>" — edit the name and description if you'd like.

  4. Confirm. You'll land on the new workflow's draft, ready to edit.

Option B — Save as New Workflow, from the Editor

This copies exactly what's on your canvas right now, including any unsaved edits — so it's the way to fork a work-in-progress without touching or saving over the workflow you started from.

  1. Open the workflow in the editor and enter edit mode.

  2. Click the small caret next to Save and choose Save as New Workflow.

  3. Read the confirmation text — it confirms the workflow you're currently looking at will not be saved, published, or otherwise modified by this action.

  4. Name the new workflow and create it. Your original workflow is left exactly as it was before you started editing.

A Few Things to Keep in Mind

Permissions carry over. You can only duplicate a workflow you already have access to — an organization-visible workflow anyone in your vendor account can read, or a private one you're on the access list for. Duplicating doesn't grant access to something you couldn't already see.

Both actions are logged. The source workflow's Activity tab records a "copied to" entry, and the new workflow's Activity tab records that it was created this way — so it's always traceable which workflow came from which.

The name can't be blank. Both dialogs require a name before you can confirm.

Frequently Asked Questions

Does duplicating a workflow affect the original in any way?
No. The copy is an entirely independent workflow — editing, publishing, pausing, or deleting it has no effect on the source.

Is the new workflow published automatically?
No. Every duplicate starts as a paused draft, so nothing will run against real CRM records until you review it and publish it yourself.

What's the difference between the two options?
Duplicate Workflow (from the list) copies the source's currently published version. Save as New Workflow (from the editor) copies whatever is on the canvas at that moment, even if you haven't saved it yet.

Who can see the workflow I create this way?
Only you, until you explicitly share it — every duplicate starts out private regardless of whether the source was organization-visible.