"Every time I manually transfer data to Canva... honestly, it's a hassle."
If you're feeling this frustration, there's a method to automatically transfer data that you should know about. For example, when new product information is added to a Google Spreadsheet, you can automatically create a folder in Canva. Additionally, if you can automatically organize and share materials based on form responses, you can start design work directly from chat tool interactions... such smooth integration becomes possible.
This article introduces what you can do by integrating Canva with other apps! If there's an integration flow you're interested in, you can try it out immediately by clicking the "Try it" button. Why not automate those tedious confirmation tasks?
For those who want to try it as soon as possible
Yoom offers templates for automating workflows using Canva! If you want to try it right away, click the banner below to get started!
Once a product is created in HubSpot, create a folder in Canva.
■Overview The "When a product is created in HubSpot, create a folder in Canva" flow is a business workflow that automates product management and the organization of design assets. Every time you register a new product in HubSpot, it saves you the trouble of manually creating a corresponding folder in Canva. This enables the design team to manage files in Canva efficiently and quickly access the resources they need.
■Recommended for ・Marketing personnel who want to centrally manage products and designs by leveraging HubSpot and Canva ・Project managers who want to automate the creation of design folders when registering products ・Design teams that want to reduce the workload caused by manual folder creation ・Business owners who want to streamline operational workflows and improve team productivity
■Notes ・Please connect Yoom with both Canva and HubSpot. ・For the trigger, you can select a start interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest start interval varies depending on your plan.
Various Ways to Automatically Write and Transfer Data to Canva
There are several ways to automatically write and transfer data to Canva. We've picked out a few methods for you to check out!
By simply clicking "Try it out" on the automation example you're interested in and registering an account, you can immediately experience automatic updates on Canva. Registration takes just 30 seconds, so feel free to give it a try!
Automatically Write and Transfer Data from Database/CRM Services to Canva
By automatically creating folders on Canva when new products or projects are registered, you can speed up the start of design work. In the following flow, folders linked to product information managed in HubSpot or Google Sheets are automatically created on Canva, allowing you to smoothly start creating images and materials for each product.
Once a product is created in HubSpot, create a folder in Canva.
■Overview The "When a product is created in HubSpot, create a folder in Canva" flow is a business workflow that automates product management and the organization of design assets. Every time you register a new product in HubSpot, it saves you the trouble of manually creating a corresponding folder in Canva. This enables the design team to manage files in Canva efficiently and quickly access the resources they need.
■Recommended for ・Marketing personnel who want to centrally manage products and designs by leveraging HubSpot and Canva ・Project managers who want to automate the creation of design folders when registering products ・Design teams that want to reduce the workload caused by manual folder creation ・Business owners who want to streamline operational workflows and improve team productivity
■Notes ・Please connect Yoom with both Canva and HubSpot. ・For the trigger, you can select a start interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest start interval varies depending on your plan.
■Overview Are you finding it cumbersome to manage deals and customer lists in Google Sheets and then manually create design folders in Canva based on that data? Even though it is a simple task, it takes time and is prone to mistakes such as misnaming folders. By using this workflow, simply adding a row to Google Sheets will automatically create a folder in Canva, eliminating manual effort and errors and enabling smoother operational collaboration.
■Recommended for ・Those who manage design assets in Canva based on information in Google Sheets ・Those who manually create Canva folders for each deal or project and feel it is inefficient ・Those who want to prevent human errors such as input mistakes or omissions when creating folders manually
■Notes ・Please connect Google Sheets, Canva, and Yoom. ・For the trigger, you can select a run interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies by plan.
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.
Send a Canva design download link when a Google Form is submitted.
■Overview The workflow 'Send Canva design download link when Google Form is submitted' is a business workflow that automatically provides a design link after form submission. This automation eliminates the need for manual link sending, enabling efficient and accurate information delivery, and facilitates user-friendly design sharing for recipients.
■Recommended for ・Those who frequently use Google Forms and need to share materials or designs after responses ・Designers who create designs using Canva and want to efficiently share them with clients or teams ・Business owners who want to automate business processes and reduce manual link sending tasks ・Marketing personnel who want to quickly provide customized designs based on survey results ・Operational staff in educational institutions or event management who want to smoothly provide design materials to participants
■Notes ・Please integrate both Canva and Google Forms with Yoom. ・Triggers can be set at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Refer to the following for how to obtain response content when using Google Forms as a trigger. https://intercom.help/yoom/en/articles/6807133
■Overview The "Create a folder in Canva when a response is submitted via Google Forms" flow is a business workflow that automatically creates a dedicated folder in Canva when responses to surveys or application forms are received. This streamlines the organization of response data and the management of design resources, allowing design projects to start more quickly.
■Recommended for ・Those who use Google Forms for data collection and manage design projects in Canva ・Designers or marketers who want to eliminate the hassle of manually creating folders ・IT personnel in companies looking to improve work efficiency through workflow automation ・Team leaders who want to organize project management within Canva
■Notes ・Please link both Canva and Google Forms with Yoom. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・For information on how to obtain response content when using Google Forms as a trigger, please refer to the following: https://intercom.help/yoom/en/articles/6807133
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.
When a message is sent in a specific Slack channel, send a Canva design download link.
■Overview The flow 'Send Canva design download link when a message is sent in a specific Slack channel' is a business workflow that streamlines the design request process. For example, when a team member posts a design request on Slack, a download link for the design created in Canva is automatically replied. This eliminates the need for manual link sharing and design management, enabling efficient communication.
■Recommended for - Teams using Slack as their primary communication tool - Designers and marketers who regularly perform design work using Canva - Those who want to automate design requests and management to improve business efficiency - Project managers who spend time manually sharing design links
■Notes - Please integrate Yoom with both Canva and Slack.
■Overview The "When a message is sent on Discord, create a folder in Canva" flow is a business workflow that smoothly integrates communication and design management. Triggered by important message dispatches on Discord, a folder is automatically created on Canva, allowing for efficient project organization and material sharing. ■Recommended for ・Team leaders who use Discord daily and find message management cumbersome ・Creators who manage design projects using Canva but find folder creation time-consuming ・Business operators who want to streamline operations by linking communication tools and design tools ・Project managers who want to automate information sharing among team members and maintain consistency in work
■Notes ・Please link both Canva and Discord with Yoom. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
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)
Once a product is created in HubSpot, create a folder in Canva.
■Overview The "When a product is created in HubSpot, create a folder in Canva" flow is a business workflow that automates product management and the organization of design assets. Every time you register a new product in HubSpot, it saves you the trouble of manually creating a corresponding folder in Canva. This enables the design team to manage files in Canva efficiently and quickly access the resources they need.
■Recommended for ・Marketing personnel who want to centrally manage products and designs by leveraging HubSpot and Canva ・Project managers who want to automate the creation of design folders when registering products ・Design teams that want to reduce the workload caused by manual folder creation ・Business owners who want to streamline operational workflows and improve team productivity
■Notes ・Please connect Yoom with both Canva and HubSpot. ・For the trigger, you can select a start interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest start interval varies depending on your plan.
■Overview The "When a product is created in HubSpot, create a folder in Canva" flow is a business workflow that automates product management and the organization of design assets. Every time you register a new product in HubSpot, it saves you the trouble of manually creating a corresponding folder in Canva. This enables the design team to manage files in Canva efficiently and quickly access the resources they need.
■Recommended for ・Marketing personnel who want to centrally manage products and designs by leveraging HubSpot and Canva ・Project managers who want to automate the creation of design folders when registering products ・Design teams that want to reduce the workload caused by manual folder creation ・Business owners who want to streamline operational workflows and improve team productivity
■Notes ・Please connect Yoom with both Canva and HubSpot. ・For the trigger, you can select a start interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest start interval varies depending on your plan.
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.
Click "When a product is created" in HubSpot.
Verify the linked account and action, then click "Next".
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.
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.
Click "Create Folder" in Canva.
Verify the linked account and action, then click "Next".
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.
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".
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.
Read files stored in OneDrive using OCR and create a folder in Canva.
■Overview This workflow allows you to read files stored in OneDrive with OCR and create a folder in Canva. This significantly reduces the effort of file management and enables efficient data organization. By using Yoom, you can easily connect apps without programming.
■Recommended for ・Those who manage a large number of files in OneDrive and spend time organizing them ・Teams or individuals advancing design projects using Canva ・Those who want to digitize paper-based materials using OCR technology and manage them efficiently ・IT personnel who want to reduce workload through automation and focus on other important tasks ・Those who want to reduce human error in data organization and folder management
■Notes ・Please connect Yoom with both OneDrive and Canva. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・The shortest activation interval varies depending on the plan, so please be aware. ・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and authentication may fail if you are not subscribed to the general corporate plan. ・AI operations for OCR or transcribing audio are only available in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, so please be aware. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations). ・Branching is a feature (operation) available in plans above the Mini Plan. In the case of the Free Plan, the operations set in the flow bot will result in an error, so please be aware. ・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations). ・Due to the specifications of the app, there may be cases where the creation date and last updated date of a file do not match, and branching may not work correctly, so please understand.
■Overview This workflow allows you to read files attached in the form with OCR and create a folder in Canva. This process reduces the hassle of manual data entry and folder management, improving work efficiency. With Yoom, you can easily connect apps without programming.
■Recommended for ・Personnel who want to streamline form operations with many file attachments ・Business users who want to achieve automatic analysis of attached files using OCR technology ・Creative teams who want to automate file and project folder management using Canva ・Business personnel who spend time on manual data entry and folder creation ・Companies aiming to automate workflows and reduce work errors
■Notes ・Please connect Canva and Yoom. ・OCR AI operations are only available in the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview The workflow "Send Canva design download link when a message is sent in a specific Microsoft Teams channel" automatically replies with a download link for a design created in Canva when a member sends a specific keyword or message in Teams. This facilitates smooth sharing of materials.
■Recommended for - Team leaders who use Microsoft Teams to share internal design materials and templates - Designers or public relations personnel who want to quickly share materials in Teams after creating designs in Canva - Personnel who want to quickly send designs based on requests from specific members within Microsoft Teams - Internal production or marketing teams who feel the need to automate the process of sharing design links
■Notes - Please integrate both Microsoft Teams and Canva with Yoom. - Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan.
■Overview This workflow allows you to create a folder in Canva when a response is submitted in Jotform. This automation eliminates the complexity and time waste of manually managing form responses. With Yoom, you can easily connect apps without programming.
■Recommended for ・Business personnel collecting responses from multiple Canva forms using Jotform ・Designers or team leaders who want to automate folder management when organizing design materials or projects in Canva ・IT personnel in companies who want to enhance the integration of form responses and design tools to optimize workflows ・Business people who want to build and improve business workflows by combining multiple SaaS apps using Yoom ・Creative teams or project managers spending time on manual folder creation
■Notes ・Please connect both Jotform and Canva with Yoom. ・Refer to the following for Jotform's Webhook settings. https://intercom.help/yoom/en/articles/8105581
■Overview When managing new tasks in Asana, the work of creating a folder in Canva each time to store related creative assets is time-consuming. This repetitive task not only compresses your core working hours but also causes mistakes such as missing folder creation. By using this workflow, when a task is registered in Asana, the specified folder will be created automatically in Canva at the same time, resolving these issues and allowing you to start creative production smoothly.
■Recommended for ・Those who use Asana and Canva together and want to streamline creative management ・Team leaders who find linking tasks with design assets tedious ・Those who want to prevent missed folder creation and inconsistent naming conventions caused by manual work
■Notes ・Please connect Yoom with both Asana and Canva. ・For the trigger, you can choose an activation interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum activation interval varies by plan.
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.
By utilizing the no-code tool Yoom, you can easily start automatic integration with Canva without the need for programming! If you're interested, create a free account and give it a try. Registration takes just 30 seconds! You can immediately experience its convenience.
Having worked as a system engineer for four years, I often struggled with manually entering attendance data into Excel and digitizing receipts. I wish I had discovered Yoom sooner. Although I have only just begun using Yoom, I am committed to providing information that will help fulfill everyone's wish for automation.
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