When a response is submitted in Tally, create a folder in Canva.

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■Overview

This workflow allows you to create a folder in Canva when a response is submitted in Tally. This eliminates the need to manually create folders for design projects based on the information obtained from the form, enabling efficient design management.
With Yoom, you can easily integrate apps without the need for programming.

■Recommended for

  • Marketing professionals who use Tally forms to collect information from customers and teams
  • Designers who manage numerous design projects using Canva and want to reduce the hassle of folder creation
  • Project managers who want to automate the organization of design materials after form responses to streamline business processes
  • IT professionals in companies considering using Yoom to automate business workflows
  • Creative leaders who want to facilitate smooth information sharing and folder management within the design team

■Benefits of using this template

  • Improved operational efficiency
    ・A Canva folder is automatically generated each time a Tally form response is received, eliminating the need for manual folder creation.
  • Automated information organization
    ・Folders are created based on data obtained from the form, ensuring consistent organization of design materials and making management easier.
  • Error-free operation
    ・Prevents mistakes due to manual work, enabling accurate folder construction.
  • Enhanced team productivity
    ・Automation creates an environment where designers and managers can focus more on creative tasks.
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Canva
Canva
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Tally
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About the apps you use
Canva
Yoom allows you to integrate with Canva's API without any code, enabling you to automate tasks using Canva via the API. For example, you can automatically create folders in Canva, obtain download links for files from Canva, and share them via Slack or email.
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Tally
Yoom allows seamless integration with Tally without any code, enabling the automation of various tasks triggered by Tally form submissions. For example, information submitted through Tally can be registered as leads in CRM tools like Salesforce or HubSpot, or it can be added as subscribers in marketing tools like Mailchimp or ActiveCampaign.
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