How to Copy a Workflow to Another Sub-Account in Sparkforge

By Sparkforge Support Team ·Last reviewed May 3, 2026

Agency Admins can copy a workflow directly from one sub-account to another without packaging a snapshot. The copy lands in the destination as a draft, with most contact, opportunity, and template assets carried over.

Copying a workflow between sub-accounts no longer requires building a full snapshot. Agency Admins can push a workflow straight into another sub-account they have access to.

Who can copy workflows

Only Agency Admins see the copy option. The destination list shows only sub-accounts the logged-in user can access.

How to copy a workflow

Open the workflow you want to copy.
Choose Copy to Sub-Account.
Select the destination sub-account.
Submit. The workflow lands in the destination in draft state.

Copy history and debugging

Each copy is logged with current status. Click any history entry to see detailed info — useful for debugging when a copy fails.

What gets copied

The following assets travel with the workflow:

Contact tags
Contact custom fields (only when the field type matches)
Sub-account custom values
Opportunity custom fields
Opportunity pipelines and stages
Email and SMS text templates
Email builder templates (coming soon)

Everything else is stripped before the copy lands. Any references to assets not in the list above are cleared, so plan to rebuild or remap them in the destination sub-account.

After the copy

The workflow stays in draft until you activate it. Open it in the destination sub-account, fix any cleared references, test, then publish.

Frequently Asked Questions

Who can copy a workflow between sub-accounts?

Only Agency Admins. The destination dropdown lists only sub-accounts the logged-in admin can access.

Does the copied workflow run automatically in the destination?

No. Copied workflows always arrive in draft state. You have to review, fix any cleared references, and activate it manually.

Why is my custom field missing after the copy?

Custom fields only carry over when the field type matches in the destination sub-account. Mismatched field types are stripped during the copy.

Can I copy email builder templates with the workflow?

Email and SMS text templates copy over today. Email builder templates are listed as coming soon.

Where do I check if a copy failed?

Open Copy Workflow History. Each entry shows status; click an entry to see detailed error info for debugging.