You can easily duplicate an existing workflow to save time when creating similar automations.
Steps:
Go to the Automation page.
Find the workflow you want to duplicate.
Click the ellipsis icon (⋯) at the end of the row for that workflow.
Select “Duplicate” from the dropdown menu.
Choose a trigger from the list.
⚠️ Note: You can only duplicate workflows within the same level—e.g.,Customer workflows → Customer triggers only
Invoice workflows → Invoice triggers only
Click on "Duplicate"
