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Copying Actions between Workflows

This article covers how to copy and paste actions between workflows.

C
Written by Chams Peiris
Updated over a week ago

Copy any single action or an entire block of action steps from one workflow to another by following these steps:

  • Access your Workflows by clicking into Automation from the main left-hand menu

  • Select a workflow to copy from

  • Click the three-dot menu on the left of an action step

  • Pick "Copy Action" or "Copy All Actions" from here

  • Head to the workflow you would like to paste to - this can be done by exiting the first workflow (click '< Back to Workflows') or within a different browser tab

  • Look for the Quick Paste button next to the "+" button for adding new actions

  • Alternatively, you can choose "Paste Below" from any action three-dot menu

  • Review and update pasted actions as needed before saving the workflow.

Your copied actions stay in clipboard for 15 minutes so that you can paste in multiple workflows at once.

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