"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 flow "Create a folder in Canva when a product is created in HubSpot" is a business workflow that automates product management and the organization of design resources. Every time a new product is registered in HubSpot, it eliminates the need to manually create a corresponding folder in Canva. This allows the design team to efficiently manage files in Canva and quickly access the necessary resources.
■ Recommended for
Marketing professionals who want to centrally manage products and designs using HubSpot and Canva
Project managers who want to automate the creation of design folders when registering products
Design team members who want to reduce the workload of manually creating folders
Executives who want to streamline business workflows and improve team productivity
■ Benefits of using this template
Improved work efficiency: As Canva folders are automatically created simultaneously with product registration, it reduces the time spent on manual tasks.
Ensured consistency: Since folder structures are automatically standardized, it becomes easier to manage design resources across the entire team.
Error prevention: It prevents errors and omissions in folder names due to manual input, ensuring accurate data management.
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 flow "Create a folder in Canva when a product is created in HubSpot" is a business workflow that automates product management and the organization of design resources. Every time a new product is registered in HubSpot, it eliminates the need to manually create a corresponding folder in Canva. This allows the design team to efficiently manage files in Canva and quickly access the necessary resources.
■ Recommended for
Marketing professionals who want to centrally manage products and designs using HubSpot and Canva
Project managers who want to automate the creation of design folders when registering products
Design team members who want to reduce the workload of manually creating folders
Executives who want to streamline business workflows and improve team productivity
■ Benefits of using this template
Improved work efficiency: As Canva folders are automatically created simultaneously with product registration, it reduces the time spent on manual tasks.
Ensured consistency: Since folder structures are automatically standardized, it becomes easier to manage design resources across the entire team.
Error prevention: It prevents errors and omissions in folder names due to manual input, ensuring accurate data management.
This is a flow that creates a folder in Canva when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who want to improve work efficiency by simply entering data into Google Sheets and connecting it with other tools
2. Those who perform design work using Canva
・Those who manage multiple projects or designs using Canva and want to automatically create folders
・Those who want to avoid the hassle of manually creating folders in Canva when starting a new project
■Benefits of using this template
By linking Google Sheets and Canva, you can automatically create folders in Canva based on the added rows. This allows you to quickly create related folders in conjunction with data additions.
Through this process, data management efficiency is improved, allowing you to handle busy tasks more efficiently.
Furthermore, by eliminating repetitive tasks, you can increase the time available to focus on other important tasks. Additionally, errors in folder names or contents are less likely to occur, enabling accurate data management. As a result, the productivity and operational efficiency of the entire organization will improve.
■Notes
・Please connect both Google Sheets and Canva with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the 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 receiving 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 professionals 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
■Benefits of Using This Template
Time-saving: Eliminates the need to manually send links after Google Form submission.
Error prevention: Automatic sending prevents link omissions or misdelivery.
Consistency: Utilize Canva's writing feature to always provide consistent design links.
■Overview The flow "Create a folder in Canva when a response is submitted via Google Forms" is a business workflow that automatically creates a dedicated folder in Canva when survey or application form responses are received. This facilitates 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
■Benefits of using this template
Time-saving: Since a folder is automatically created in Canva simultaneously with the submission of a Google Form response, manual folder management is no longer necessary.
Error prevention: Automation reduces human error and maintains data integrity.
Centralized management: Integration of Google Forms and Canva allows for a complete workflow from data collection to design management.
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 a 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 sent in response. This eliminates the need for manual link sharing and design management, enabling efficient communication.
■Recommended for
Teams that use 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
■Benefits of using this template
Improved business efficiency: Automatically sending Canva download links in response to design requests on Slack eliminates the need for manual handling.
Error reduction: Prevents missed or incorrect link sharing, ensuring that necessary information is reliably provided to the team.
Consistency assurance: Providing design links through a unified flow maintains consistency in business processes.
■Overview The "Create a folder in Canva when a message is sent on Discord" flow is a workflow that seamlessly integrates communication and design management. When an important message is sent on Discord, a folder is automatically created in Canva, allowing for efficient project organization and resource sharing.
■Recommended for
Team leaders who use Discord regularly and find message management cumbersome
Creators who manage design projects using Canva but find folder creation time-consuming
Business operators looking to streamline operations by integrating communication and design tools
Project managers who want to automate information sharing among team members and maintain consistency in work
■Benefits of using this template
Time-saving: A folder is automatically created in Canva every time a message is sent on Discord, eliminating the need for manual folder management.
Centralized information management: Automating entries into Canva allows design files and project materials to be consolidated in one place, making access easier.
Error prevention: Prevents mistakes in folder creation due to manual operations, ensuring an accurate folder structure is always maintained.
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 flow "Create a folder in Canva when a product is created in HubSpot" is a business workflow that automates product management and the organization of design resources. Every time a new product is registered in HubSpot, it eliminates the need to manually create a corresponding folder in Canva. This allows the design team to efficiently manage files in Canva and quickly access the necessary resources.
■ Recommended for
Marketing professionals who want to centrally manage products and designs using HubSpot and Canva
Project managers who want to automate the creation of design folders when registering products
Design team members who want to reduce the workload of manually creating folders
Executives who want to streamline business workflows and improve team productivity
■ Benefits of using this template
Improved work efficiency: As Canva folders are automatically created simultaneously with product registration, it reduces the time spent on manual tasks.
Ensured consistency: Since folder structures are automatically standardized, it becomes easier to manage design resources across the entire team.
Error prevention: It prevents errors and omissions in folder names due to manual input, ensuring accurate data management.
■ Overview The flow "Create a folder in Canva when a product is created in HubSpot" is a business workflow that automates product management and the organization of design resources. Every time a new product is registered in HubSpot, it eliminates the need to manually create a corresponding folder in Canva. This allows the design team to efficiently manage files in Canva and quickly access the necessary resources.
■ Recommended for
Marketing professionals who want to centrally manage products and designs using HubSpot and Canva
Project managers who want to automate the creation of design folders when registering products
Design team members who want to reduce the workload of manually creating folders
Executives who want to streamline business workflows and improve team productivity
■ Benefits of using this template
Improved work efficiency: As Canva folders are automatically created simultaneously with product registration, it reduces the time spent on manual tasks.
Ensured consistency: Since folder structures are automatically standardized, it becomes easier to manage design resources across the entire team.
Error prevention: It prevents errors and omissions in folder names due to manual input, ensuring accurate data management.
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.
This workflow allows you to read files stored in OneDrive using OCR and create folders in Canva. This significantly reduces the hassle of file management and enables efficient data organization. By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
Those managing numerous files in OneDrive and spending a lot of time organizing them
Teams or individuals advancing design projects using Canva
Those who want to digitize paper-based documents using OCR technology for efficient management
IT personnel who wish to reduce workload through automation and focus on other important tasks
Those who want to reduce human error in data organization and folder management
■Benefits of using this template
Efficient file organization ・Automatically create folders in Canva based on text information extracted using OCR.
Error prevention ・Reduce mistakes in manual folder creation and data entry.
Time-saving ・Automate repetitive tasks to create an environment where you can focus on important work.
In this workflow, it is possible to read files attached to a form using OCR and create folders in Canva. This process reduces the effort of manual data entry and folder management, thereby improving operational efficiency. With Yoom, you can easily connect apps without the need for programming.
■Recommended for
Managers who want to streamline form operations with multiple 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
Staff who spend a lot of time on manual data entry and folder creation
Companies aiming to automate workflows and reduce operational errors
■Benefits of using this template
Automation of data processing ・Automatically read the contents of attached files with OCR functionality, reducing the effort of data entry
Efficient folder management ・Automatically create necessary folders by integrating with Canva, facilitating smooth file organization
Prevention of human error ・Reduce errors during manual input through automation, achieving accurate data management
Reduction of work time ・Significantly shorten work time with automated processes, allowing focus on other important tasks
■Overview The workflow "Send a Canva design download link when a message is sent in a specific Microsoft Teams channel" is a system that automatically replies with a download link for a design created in Canva when a member sends a specific keyword or message in Teams. This allows for 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 within Teams after creating designs in Canva
Personnel who want to quickly send designs based on requests from specific members within Microsoft Teams
Members of internal production or marketing teams who feel the need to automate the process of sharing design links
■Benefits of using this template
Eliminates the hassle of manually sending designs created in Canva, allowing for speedy material sharing
Prevents missed responses by automatically replying with a design link in reaction to messages within Microsoft Teams
Saves time and resources, improving the overall work efficiency of the team
This workflow allows you to create a folder in Canva when a response is submitted in Jotform. This automation eliminates the hassle and time waste of manually managing form responses. With Yoom, you can easily connect apps without the need for 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 between form responses and design tools to optimize workflows
Business people who want to build and improve business workflows by utilizing Yoom to combine multiple SaaS apps
Creative teams or project managers who are spending time on manual folder creation
■Benefits of using this template
Time-saving ・Form responses are automatically organized into folders, eliminating the need for manual sorting.
Error prevention ・Automation reduces human errors during manual input, enabling accurate folder management.
Improved work efficiency ・Consistent folder creation smooths information organization, enhancing overall team productivity.
Using the workflow "Create a folder in Canva when a task is registered in Asana" can lead to more efficient task management. Since a folder is automatically created for each task, it becomes easier to manage.
■Recommended for
Those who use Asana for project and task management
Those who want to quickly organize related materials and designs for each task
Those who manage multiple design projects but find it cumbersome to organize related files
Those who use Canva for team design work
Those who use Canva regularly and want to quickly create folders for each task
■Benefits of using this template
When a task is registered in Asana, quickly creating a folder in Canva simplifies complex task management. First, you can quickly organize designs and materials related to the task, which smooths the progress of work. This not only saves time but also improves work efficiency. Additionally, managing resources related to tasks in one place makes it easier to share information among members, enhancing collaboration.
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.
