Start from a template

A template is a snapshot of a workflow that you can apply into any workspace. Applying one clones the template's graph into a brand-new workflow that you can edit and publish independently. This page walks you from an existing template to a live, published workflow.

Goal

Take a template you (or a teammate on your account) have already published, apply it into a client workspace, finish the connections and settings it still needs, and publish the resulting workflow so it starts processing events.

When to use this

Use a template when you want to reuse a proven workflow across clients instead of rebuilding it by hand each time. A single template can be applied into many workspaces, and each applied copy stays editable on its own.

A few things to know before you start:

• Templates do not ship out of the box. A new account starts with an empty Templates list. You get templates by publishing your own workflow as one. If your list is empty, see Save a workflow as a template first, then come back here.
• You apply into one workspace at a time. The workspace must already exist. If you have not created one, the picker shows "No workspaces available. Create one before applying templates."
• You need build access in the target workspace. Without it, applying fails with a permission error (see Troubleshooting).

Steps

1. Open the template you want to apply

   Go to Templates in the account sidebar, then click the template's name to open its detail page.

   The header shows the template name, a scope badge (Platform or Tenant), and a revision badge such as v3 or Unpublished. The Apply template button only appears when the template has at least one published revision. If you see Unpublished and no Apply button, the template has no revision to clone yet, publish a revision first from the same page.

2. Click Apply template and choose a workspace

   Click Apply template. In the dialog (titled "Apply template"), open the Workspace picker and select the client workspace you want the new workflow to live in.

   The dialog clones the template's latest published revision into that workspace as a new, independent workflow. Editing the copy later never affects the original template.

3. Apply the template

   Click Apply template in the dialog footer. The button shows "Applying..." while the workflow is created. The dialog asks nothing besides the workspace.

   On success you see the toast "Template applied" with Workflow created in <workspace name>., and you land in the visual editor on the new workflow. If the clone produced warnings, the toast reads <n> warning(s), review the workflow. instead, open the workflow and resolve the flagged nodes.

4. Finish what is left

   The copy still needs whatever is specific to this client, such as the accounts its steps send through. Click See what's left on the toast to open the workflow's setup page. It lists each app connection the workflow needs, and each step you still have to fill in, with an Open link to where you finish it. To add a connection, see Connect an account.

   You can also work through it in the editor: open each step and set its fields there.

5. Publish the new workflow

   The applied workflow opens as a draft at version 1. It is a normal workflow now, applying a template does not publish it for you. Review the nodes, then publish it to make it live.

   For the full publish path, including the validation gate and how to test a single node first, see Publish a workflow.

Verify it worked

You applied the template successfully when:

1. The editor opened on a workflow named after the template, in the workspace you chose.
2. The template's detail page lists the workspace under Client workspaces with a Clean badge, a Not running badge, and "On template revision N. The workflow is not turned on." Once you publish the workflow, the row reads Live. The badge flips to Modified the first time you edit the cloned workflow.
3. After publishing, the workflow's status reads published and it begins receiving events for its trigger.

Troubleshooting

Related

• Save a workflow as a template: turn a published workflow into one you can apply
• Connect an account: add the connections the applied workflow's steps need
• Publish a workflow: make the applied workflow live