Create a folder in Canva when a task is created in ClickUp

■Overview

Do you find it time-consuming to manually create related folders when managing tasks in ClickUp and creating design assets in Canva? This process can also lead to errors, such as missing folders or folder names that don't match task names.

With this workflow, you can automate the integration between ClickUp and Canva and automatically create a folder in Canva whenever a task is created. This helps eliminate the inefficiencies and errors associated with manual work.

■Who Is This Template For?

• Anyone looking to streamline their workflow by connecting task management in ClickUp with design production in Canva
• Anyone who manually creates Canva folders for ClickUp tasks and wants to save time
• Teams and individuals who want to reduce manual work in project management and focus on their core creative tasks

■Benefits of Using This Template

• A Canva folder is created automatically whenever you create a task in ClickUp, reducing the time previously spent on manual work.
• Prevent human errors such as forgetting to create folders or using folder names that don't follow the naming conventions for task names.

■Workflow Steps

1. First, connect ClickUp and Canva with Yoom.
2. Next, select ClickUp as the trigger and set the action to “When a task is created.”
3. Then, set the ClickUp “Retrieve a task” action as an operation to retrieve the details of the created task.
4. Finally, set the Canva “Create a folder” action as an operation to create a folder based on the retrieved task information.

※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.

■Customization Options

• You can freely customize the folder name when creating a folder in Canva.
• For example, you can use the ClickUp task name retrieved in the previous step as the folder name, or combine it with fixed text such as “[Design Request].”

■Notes

• Connect both ClickUp and Canva with Yoom.