[No Code Required] How to Automatically Write and Transfer Data to Canva

Automatically Write and Transfer Form Data to Canva

Additionally, repetitive tasks such as creating folders based on form responses and sending design download links can be automated.
By reducing the time spent on monotonous tasks like checking form contents, organizing folders, and sharing completed designs, you can create an environment that allows you to focus on creativity.

Write and Transfer Chat Tool Data to Canva

These automations can also be initiated from interactions within chat tools.
Start from the tools you use in your daily work and seamlessly perform actions in Canva.

Let's Create a Flow to Automatically Write and Transfer Data to Canva

Let's get started by creating a flow to automatically write and transfer data to Canva!

This time, we'll proceed with the setup using Yoom, without any coding.
If you don't have a Yoom account yet, please create one from the Yoom account registration link.

[What is Yoom]

In this article, we will create the flow "When a product is created in HubSpot, create a folder in Canva" that we introduced earlier!
The creation process is broadly divided as follows:

• Integration of Canva and HubSpot My Apps
• Copying the template
• Retrieving product information and setting up the folder to be created
• Preparing for flow operation (setting the trigger to ON)

Step 1: Connect Canva and HubSpot to My Apps

Register Canva and HubSpot in My Apps and connect them with Yoom.

1. After logging into Yoom, select "My Apps" from the workspace sidebar.
2. Click "+ Add" on the right side of the My Apps screen.

3. When the "App List" is displayed, search and select the app name using the search bar at the top right.

Let's start by connecting Canva.

1. Select Canva from the app list.

2. Log in to Canva using any method.

3. Review the access permissions and click "Allow."

Return to the "My Apps" screen, and if Canva has been added, the connection is complete.

1. Select HubSpot from the app list.

2. If you don't have a HubSpot account, click the orange button; if you already have an account, click the gray button.

3. (If you don't have an account, register first) Select the account to connect from the radio buttons and click "Select Account."

4. Review the access permissions, check the checkbox at the bottom of the page, and click "Connect app."

Return to the "My Apps" screen, and if HubSpot has been added, the connection is complete.

Step 2: Copy the Template

Once the connection between Canva and HubSpot is complete, copy the template you will use.
Click "Try it" on the banner below.

This will copy the template to your Yoom workspace.
Click "OK" to proceed to the flow settings.

Step 3: Setting Up HubSpot Trigger

First, we will set up the trigger action that initiates the flow.

1. Click "When a product is created" in HubSpot.

2. Verify the linked account and action, then click "Next".

3. Select the desired interval from the "Trigger Interval" dropdown.
   The trigger interval can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. The shortest interval you can set depends on your plan, so please check that.
   We generally recommend using the shortest interval available for your plan.

4. Click "Test".
   This will retrieve the latest product information created in HubSpot.

When "Test Successful" is displayed, the retrieved product information will be added to the "Retrieved value".

If there are no issues with the retrieved value, please click "Save" at the bottom of the page.

Step 4: Setting Up the Folder to Create in Canva

Next, we will create a folder in Canva using the product information obtained in Step 3.

1. Click "Create Folder" in Canva.

2. Verify the linked account and action, then click "Next".

3. Set a unique name for the "Folder Name".
   By default, the "Product Name" obtained in Step 3 is set.

The values obtained in Step 3 can be selected from the retrieved value displayed when you click the input field.

4. Set the ID of the folder where you want to create a new folder in "Parent Folder ID".
   The folder ID can be found in the folder URL of the Canva project (folder/<folder ID part>).
   If you want to create it at the top level of the project, set it to "root".

5. Click "Test".
   This will create a new folder in the specified parent folder.

When "Test Successful" is displayed, verify that the folder has been created in Canva as specified, and click "Save".

Step 5: Preparing to Operate the Flow (Set Trigger to ON)

Return to the flow screen, and if "All settings are complete!" is displayed, the flow setup is complete.
If you want to operate the flow immediately, click "Set Trigger to ON".

If you want to operate it later, you can set the trigger to ON by clicking the trigger switch on the flow screen.

Based on this flow bot, you can automate various other tasks as well!
Please try the convenient features of Yoom.

Other Automation Examples Using Canva's API

By leveraging Canva's API, it becomes possible to automate a variety of tasks.

Automation Examples Using Canva

Canva can integrate with Asana, Jotform, Microsoft Teams, and others to automatically create folders triggered by task registration or form submission, and automate the sharing of designs.

In Conclusion

How was it? By integrating Canva with various apps, you can potentially solve issues such as "Every design preparation is time-consuming," "File organization is often postponed," "Sharing oversights are common." Automating Canva according to your task management and data entry flow allows you to spend more time on creative work.

<span class="mark-yellow">By utilizing the no-code tool Yoom, you can easily start automatic integration with Canva without the need for programming!</span> If you're interested, create a free account and give it a try. Registration takes just 30 seconds! You can immediately experience its convenience.

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Why not take the first step in integrating Canva to make your daily tasks a bit easier?