To speed up onboarding new accounts in your white label reseller, Papo (https://papo.global/) lets you replicate the logic of Flows, Rules, and Macros between different clients. Although there is no single "clone" button, you can export a Flow's structure as JSON and recreate Rules and Macros manually, ensuring the best automations are leveraged across your entire base.
Standardizing automations is essential for resellers managing multiple accounts. Instead of building every journey from scratch, you can use one client as a template and replicate the settings that already work. The following table summarizes the replication method for each type of automation.
| Automation Type | Replication Method | Complexity |
|---|---|---|
| Flows | Export the source Flow's JSON and import it into the destination account | Low |
| Automation Rules | Manually recreate the conditions and actions in the destination account | Medium |
| Macros | Manually recreate the action sequence in the destination account | Low |
Why replicate automations between clients?
In white label reselling, each new client represents a separate account within the platform. This means automations created for one client do not automatically appear for the others. Replicating Flows, Rules, and Macros brings three main benefits:
- Deployment speed: a new client goes live with automations that have already been tested and validated.
- Quality standardization: all your clients benefit from the same customer service and sales best practices.
- Less rework: you build once and replicate as many times as needed.
How to replicate Flows between accounts
Flows are Papo's most versatile automation tool. Through a visual editor, you build complete journeys for the contact, step by step. To replicate a Flow from one account to another, use the JSON export and import functionality available in the visual editor.
The process consists of accessing the desired Flow in the source account, exporting its structure as a JSON file, and then accessing the destination account and importing that same file. After importing, review the messages and actions to ensure they align with the new client's identity and channels.
How to replicate Automation Rules
Automation Rules are the platform's logic engine, working with an "if-then" structure to trigger actions automatically. Since there is no direct export mechanism for Rules, replication is done manually.
Access the rules list in the source account and, for each one, note:
- The condition (the "if"): which event or contact characteristic triggers the rule.
- The action (the "then"): what the system should execute when the condition is met.
Then, in the destination account, create identical rules using the automations module. Rules that trigger Flows should be recreated after importing the corresponding Flows.
How to replicate Macros
Macros are shortcuts that execute a sequence of preconfigured actions in a conversation with a single click. Replication is also manual: note each action in the source macro (send message, apply tag, move card in Kanban, assign conversation) and recreate the same sequence in the destination account.
Because macros are triggered by keyboard shortcuts or clicks during service, it is important to tell the new client's team which macros are available and how to use them.
Who automation replication is for
This feature is especially useful for:
- White label resellers who manage multiple accounts and want to standardize the experience.
- Marketing agencies that offer customer service automation as part of their service package.
- Franchises and networks that need all units to operate with the same automated processes.
Frequently Asked Questions (FAQ)
Can I copy all automations at once?
No. Each type of automation (Flows, Rules, and Macros) has its own replication method. Flows can be exported and imported via JSON, while Rules and Macros must be manually recreated in the destination account.
Does importing a Flow overwrite existing Flows?
No. Importing a JSON file creates a new Flow in the destination account. Existing Flows remain unchanged.
Do I need special permission to export Flows?
No. Any user with access to the Flow editor in the source account can export the structure as JSON.
Do rules that trigger Flows work automatically after replication?
No. Because Rules are manually recreated, you need to ensure the conditions point to the correct Flows already imported into the destination account.
Can I replicate automations between accounts with different channels?
Yes. The Flow structure is independent of the channel. After importing, you can adjust the messages and actions to suit the new client's specific channel (WhatsApp, Instagram, etc.).
Is there a limit to how many Flows I can import?
Detailed information about import limits is available on Papo's website. In practice, you can replicate as many Flows as needed for your client's operation.
Read also
- Automations in Papo: Rules, Macros, Flows, and Webhooks – which should you use?
- How to customize the onboarding process for new white label clients
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