Articles on: Workflows

How to copy a workflow into another project

If you have a workflow set up in one project and want to reuse the same logic in another, you can copy it rather than rebuilding from scratch.

Before you start: You need access to both the source project and the destination project.

Step 1. Open the workflow you want to copy

Go to Workflows.
Find the workflow you want to copy.
Click the three-dot menu on that workflow row.

Step 2. Select the copy option

Click Copy to project from the menu.

Step 3. Choose the destination project

Select the project you want to copy the workflow into from the drop-down menu.
Click Copy to confirm.

🎉 The workflow has been copied into the destination project.

The copied workflow will appear in the destination project's workflow list with the same trigger, filters, and actions. Review it before enabling it.

Tracking numbers, call tags, swap groups, and integration connections are all project-level. A workflow copied from another project may reference resources that do not exist in the destination project yet. Update these before enabling the workflow.

Detailed guide: How to set up your first workflow

Detailed guide: How to create a new project, add multiple ones or duplicate projects

Updated on: 14/04/2026

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