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Duplicate automations

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Walter

I need to create several automations where only a couple of things change. It would be much easier to duplicate an existing automation, make the changes and save it.

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Activity Newest / Oldest

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Divya

Status changed to: Live

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Divya

Hi There,

You can now directly clone the automation from the "My Automations" screen. You'll be able to see the option when you hover over the automation as shown in the screenshot below.

Hope this helps :)


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Samantha

I didn't see a way to do this. I would like the ability to clone an automation within my own account that keeps the connections and fields intact.

There are times when we might want to start with the same trigger, but need to adjust some other functions within the automation.

It's useful to not have to start from scratch.


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Divya

Merged with: Ability to clone automation within my own account

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Divya

Hi There,

Thanks for the suggestions!

We have recently launched a feature called as "Share as recipe". Using this feature you can create clones of your automations and use it in your account or share it with your team members/peers. You can find this option by going to My Automations and clicking on the three dots next to the automation name.

Hope this helps :)


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Troy McDonald

This is helpful, but extra steps while working on a project.


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Nicolas Solop

+1 on this! Duplication is a must!


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Divya

Hi There,

Thanks for your suggestions!

We have recently launched a feature which will help you in duplicating your automations - "Share as recipe".

Please do try it out and let us know your feedback on it :)


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