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Frequently Asked Questions

Copy a Workflow ⚡️ (Import / Export)

Workflows can be copied between two different businesses.

Let's get started

  1. Navigate to the Workflows menu.
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  1. Click the menu of the workflow you want to copy.
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  1. Click Copy export code.
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  1. Change to the business you wish to copy the workflow to (or you can stay in the same business).
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  1. Click Import button.
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  1. Paste the code into the field
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  1. You can now see a preview of the workflow. Update the workflow name if needed.
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  1. Now you can see and edit the copy of the workflow.
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Great work you're all done 🥳