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

■Overview

After creating a task in ClickUp, a project management tool, manually creating a folder in Canva to manage the related design assets can be time-consuming and prone to naming errors.

With this workflow, you can automatically create a folder in Canva whenever a specific task is created in ClickUp. This eliminates manual effort and human error, streamlining the creative production process across ClickUp and Canva.

■Who This Template Is For

• Marketing professionals who manage projects in ClickUp and create designs in Canva
• Team leaders who find manually transferring information between ClickUp and Canva inefficient
• Teams looking to organize their design production workflow and improve overall productivity

■Benefits of This Template

• Automatically create a folder in Canva whenever a task is created in ClickUp, reducing the time spent creating folders manually
• Prevent human errors such as missing folders or folder names that do not match task names, enabling accurate asset management

■How the Flowbot Works

1. First, connect ClickUp and Canva to Yoom
2. Next, select ClickUp as the trigger and set the action to “When a task is created”
3. Then, set the ClickUp “Get a task” action as an operation to retrieve the detailed information of the task obtained by the trigger
4. Next, set up branching as an operation so that subsequent actions run only when specific conditions are met
5. Finally, set the Canva “Create a folder” action as an operation

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

■Customization Options

• With branching, you can set conditions such as creating a folder in Canva only when a task is created in a specific ClickUp list or space
• For the Canva folder creation operation, you can customize the folder name by setting fixed text or inserting the task name retrieved from ClickUp in the previous step as a variable

■Notes

• Connect both ClickUp and Canva to Yoom.
• Branching is an available operation on the Mini plan and higher. On the Free plan, the configured Flowbot operation will result in an error.
• Paid plans, including the Mini plan, come with a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.