Ability to copy workflows from one account to another and include on a snapshot | Automations

Ability to copy workflows from one account to another and include on a snapshot

complete

Marlon Marescia

I would like to copy a workflow from one account to anotherI would like to include a workflow in a snapshot. At the moment when there is a workflow in a snapshot it is not copied over to the new account.

HIGHLVL-I-3348

April 11, 2021

Lasse Borgos

...this is mind boggling - please help ease my mind by explaining the rationale to develop the "clone" functionality everywhere but then stop at "workflows"??!!

Wes Eaton

HOW TO
GOHIGHLEVEL Workflow Cloning Automation for All Your Sub-Accounts (Locations)
This will save you or your company tones of hours of work
Create the webhook in the workflow of a sub-account
Create a snapshot of that account
Create a new sub-account
Copy and load the snapshot into the new sub-account skipping all the features and leaving only the workflow.
Create a snapshop of the new sub-account
Create an API integration to autoload the new-account snapshot for all your subaccount.
abicom.ng at gmail.com
+234 8zero5 0831884

Lisa at Online Solutions

This is not "Complete"...

Joe C Fiorino Jr

It says complete, but it doesn't exist. Why is this not a function?

Geoffrey Clausen

Please do this

Brennan Palmer

I agree. This needs to be done ASAP

Matei Rusnac

still nothing in 2023?

Harvey Swayne

Has this been resolved?

Suresh Babu Sakthi

marked this post as

complete

Thibault Weber

Suresh Babu Sakthi: does this mean there is a feature available? or will it come later?

Core Platform

Thibault Weber: Yes, could you check the snapshot and If you have any other use case kindly let us know here

Thibault Weber

Core Platform: is there a way to do this to multiple sub accounts at the same time? or do we have to go in each one? if the latter is the case, would be nice to add that option to mass copy.

Gold Key Home Buyers

Suresh Babu Sakthi: Could you please provide the guide on how to use it?

Core Platform

Gold Key Home Buyers here's the support doc link

https://help.gohighlevel.com/support/solutions/48000449593

Core Platform

Thibault Weber: here's the support doc link

https://help.gohighlevel.com/support/solutions/48000449593

Joe Solano

Core Platform: The issue is one of usability, if you have 1 or 2 workflows among lots of workflows that you want to copy from account to account, it is a laborious task and potentially error prone to go through and manually select workflows from the snapshot UI. If you have more than a small number of sub accounts to publish to the process is potentially more dangerous as it could overwrite even more. I realize that the snapshot application process will catch conflicts but the UI of selecting the specific workflows to copy can be error prone. Doing the copy from the specific workflow eliminates this issue and makes the process of performing the copy less error prone.

Michael Walker

Core Platform: Hey there! There's an important feature missing here – the ability to copy 1 workflow to 1 location without going through the full "Snapshot" process.

It'd be great if we could copy them as easily as we'd copy a funnel between Locations.

John Mecham

Michael Walker: thought that's what this was

Lainey Miceli

Please add this ability ASAP!!! I have a database of 100s of workflows and I need to be able to copy multiple Workflows into different subaccounts but never the same ones for each subaccount which is why a snapshot won't work for me.

Nathan bob

Lainey Miceli: Did you ever find a solution

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