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Workflows · 1 min read

Copy Actions Between Workflows

You can copy a single action or a whole block of actions and paste it into another workflow in your account. It's a quick way to reuse steps you've already set up.

Copy actions

  1. Go to Automation > Workflows and open the workflow with the actions you want.
  2. Click the three-dot menu on an action and choose:
  3. Copy Action to copy just that step, or
  4. Copy All Actions From Here to copy that step and everything after it.

Paste actions

  1. Open the workflow you want to paste into. It can be in the same browser tab or another one.
  2. Click Quick Paste next to a + button, or open any action's three-dot menu and choose Paste Below.
  3. Check the pasted steps and their settings, then click Save.

Good to know

  • Copied actions stay available for 15 minutes. You can paste them as many times as you like in that time. After that, copy them again.
  • Copy and paste works across tabs as long as you stay signed in to the same account.
  • Triggers aren't copied with actions.
  • You can move or delete pasted actions before you save.
  • If the paste options don't appear, refresh the builder.

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