Integration
Connect Agile CRM to Canva
When New contact fires in Agile CRM, your agent runs Create Design Comment In Preview Api in Canva. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Agile CRM and Canva to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Agile CRM can start in Canva
When New contact in Agile CRM
then Create Design Comment In Preview Api in Canva
When New matching contact or company in Agile CRM
then Create User Or Sub Folder in Canva
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Agile CRM and Canva
Triggers and actions 10 triggers · 104 actions
Trigger
List all taskslist all tasks, surfacing new ones over time
Trigger
List contactslist contacts, surfacing new ones over time
Trigger
List dealslist deals/opportunities, surfacing new ones over time
Trigger
List eventslist events, surfacing new ones over time
Trigger
List pending taskslist pending tasks within N days
Trigger
List ticketslist help desk tickets by filter, surfacing new ones
Trigger
List trackslist deal tracks/pipelines
Trigger
New contactTriggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id.
Trigger
New matching contact or companyTriggers when a new contact or company matches your search query.
Trigger
New matching taskTriggers when a new task matches your filter.
Action
Add contact to campaignenroll a contact into a campaign by email
Action
Add lead score by emailadd lead score to a contact by email
Action
Add note by contact emailadd a note to a contact by email
Action
Add tags by contact emailadd tags to a contact by email
Action
Add tags to contactadd multiple tags to a contact by ID
Action
Add tag to contactAdds a tag to the specified contact. Spaces in the tag are replaced with underscores.
Action
Add ticket noteadd a note to a ticket
Action
Change contact ownerchange the owner of a contact
Action
Create company/contacts (type=company) — create a company record
Action
Create contactcreate a full contact record
Action
Create dealcreate a deal/opportunity
Action
Create deal by contact emailcreate a deal for a contact by email
Action
Create deal notecreate a note on a deal
Action
Create documentcreate a document
Action
Create eventcreate an event
Action
Create new contact (just email)Creates a new contact using just the email address, then returns the new Contact ID.
Action
Create notecreate a note
Action
Create taskcreate a task
Action
Create task by emailcreate a task for a contact by email
Action
Create ticketcreate a help desk ticket
Action
Delete companyDelete a company.
Action
Delete contactdelete a contact
Action
Delete contact notedelete a contact note
Action
Delete dealdelete a deal
Action
Delete eventdelete an event
Action
Delete tags by contact emailremove tags from a contact by email
Action
Delete taskdelete a task
Action
Delete ticketdelete a help desk ticket
Action
Find contactReturns the Contact ID (and contact record) for the given email address.
Action
Get company by IDRetrieve a company by ID.
Action
Get contact by IDretrieve a contact by ID
Action
Get contact by phonelook up a contact by phone
Action
Get contact dealslist deals for a contact
Action
Get contact documentslist documents for a contact
Action
Get contact eventslist events for a contact
Action
Get contact noteslist notes for a contact
Action
Get contact taskslist tasks for a contact
Action
Get deal by IDretrieve a deal by ID
Action
Get deal noteslist notes for a deal
Action
Get deals by pipelinelist deals grouped by pipeline
Action
Get deals from tracklist deals filtered by track
Action
Get Deals Grouped by MilestoneReturns every deal in the account, grouped into one list per milestone (New, Won, Lost and any custom milestones). Takes no search criteria — pick the milestone you want out of the returned groups.
Action
Get my dealslist deals owned by the current user
Action
Get task by IDretrieve a task by ID
Action
Get ticket filterslist available ticket filters
Action
Get ticket messageslist notes/messages for a ticket
Action
List companieslist companies
Action
Remove contact from dealremove a contact from a deal
Action
Remove tag from contactRemoves a tag from the specified contact. Spaces in the tag are replaced with underscores.
Action
Remove tags from contactremove multiple tags from a contact by ID
Action
Search contact by emaillook up a contact by email
Action
Search contact by email (POST)look up a contact by email
Action
Search contacts by dynamic filtersearch contacts by dynamic filter
Action
Update company/contacts/edit-properties (company) — update company properties
Action
Update contactUpdates the specified contact's first name, last name, and email properties.
Action
Update contact lead scoreupdate a contact's lead score
Action
Update contact propertyupdate contact properties
Action
Update contact star ratingupdate a contact's star rating
Action
Update dealpartially update a deal
Action
Update deal noteUpdate a note on a deal. Fetches the deal, finds the note, overlays ONLY the fields you supply (blank fields keep their current value), then saves. Non-destructive.
Action
Update eventUpdate an event. Fetches the existing event, overlays ONLY the fields you supply (blank fields are left untouched), and carries the attached contacts through, then saves. Non-destructive.
Action
Update taskpartially update a task
Action
Update trackUpdate a track (milestone pipeline). Fetches the track, overlays ONLY the fields you supply (blank fields keep their current value, so the milestone list is never erased), then saves. Non-destructive.
Action
Access User Specific Brand Templates ListThis year, brand template ids will change; integrations storing them must update within 6 months. also, api use requires canva enterprise membership.
Action
Create Asset Upload JobUploads an asset file to the user's Canva content library. This endpoint initiates an asynchronous upload job for images or videos. Returns a job ID to track the upload progress. Once complete, the asset can be used in designs, referenced by its asset ID, and managed through other asset endpoints. IMPORTANT: This is an async operation. Use CANVA_FETCH_ASSET_UPLOAD_JOB_STATUS to poll the job status until it reaches 'success' or 'failed' status.
Action
Create Canva Design With Optional AssetCreate a new canva design using a preset or custom dimensions, and add an asset with `asset id` from a user's project using relevant apis.
Action
Create Design Comment In Preview ApiThis api is in preview and may change without notice; integrations using it won't pass review. it allows creating comments on a design, with a limit of 1000 comments per design.
Action
Create Design Import JobImports an external file as a new Canva design. This endpoint converts documents (PDF, Word, PowerPoint, Excel) and design files (PSD, AI) into editable Canva designs. The import runs asynchronously and returns a job ID to track progress and retrieve the created design. IMPORTANT: This is an async operation. Use CANVA_RETRIEVE_DESIGN_IMPORT_JOB_STATUS to poll the job status until it reaches 'success' or 'failed' to get the final design ID.
Action
Create Design Merge JobStart a preview job that creates or modifies a design using page operations. New designs support page insertion. Existing designs support insert, move, and delete operations. Poll the returned ID with CANVA_GET_DESIGN_MERGE_JOB.
Action
Create Design Resize JobCreates a resized copy of an existing design (Canva Pro/Enterprise only). This endpoint creates a new design with different dimensions from an existing one. The resize operation runs asynchronously and preserves content where possible. Returns a job ID to track progress and retrieve the new design once complete. IMPORTANT: This is an async operation. Use CANVA_RETRIEVE_DESIGN_RESIZE_JOB_STATUS to poll the job status until completion to get the resized design ID and access URLs.
Action
Create Url Asset Upload JobTool to create an asynchronous Canva asset import job from a public URL. Use when you need to import an asset into Canva directly from a publicly accessible URL without S3 choreography.
Action
Create User Or Sub FolderThis api creates a folder in a canva user's projects at the top level or within another folder, returning the new folder's id and additional details upon success.
Action
Delete Asset By IdYou can delete an asset by specifying its `assetid`. this operation mirrors the behavior in the canva ui. deleting an item moves it to the trash. deleting an asset doesn't remove it from designs that already use it.
Action
Fetch Canva Connect Signing Public KeysThe api for verifying canva webhooks, 'connect/keys,' is in preview, meaning unstable, not for public integrations, and provides a rotating jwk for signature verification to prevent replay attacks. cache keys for efficiency.
Action
Fetch Current User DetailsReturns the user id, team id, and display name of the user account associated with the provided access token.
Action
Fetch Design Metadata And Access InformationGets the metadata for a design. this includes owner information, urls for editing and viewing, and thumbnail information.
Action
Get Design Comment RepliesRetrieves a page of replies for a comment or suggestion thread on a design. Returns up to limit replies (default 50, maximum 100); follow the continuation token to retrieve the rest. This is a preview API. Public integrations that use it cannot pass Canva's review process.
Action
Get Design Comment ReplyRetrieves a specific reply to a comment or suggestion thread on a design. Use when you need to view details of a particular reply. This is a preview API. Public integrations that use it cannot pass Canva's review process.
Action
Get Design Export Job ResultGet the outcome of a canva design export job; if done, receive download links for the design’s pages. for details, visit the create design export job api documentation.
Action
Get Design Merge JobReturn a design merge job's current status and result. Call this action repeatedly until the returned status is `success` or `failed`.
Action
Get Designs Designid Comments ThreadidRetrieves metadata for a comment or suggestion thread on a design. Use when you need to get details about a specific thread including content, author, timestamps, and status. This is a preview API. Public integrations that use it cannot pass Canva's review process.
Action
Get Designs Designid Export FormatsLists available file formats for exporting a design. Use this to check which export formats (PDF, JPG, PNG, SVG, PPTX, GIF, MP4, HTML bundle, standalone HTML, and CSV) are supported for a specific design.
Action
Get Url Asset Uploads JobidTool to retrieve the status and result of a URL-based asset upload job. Use this after creating a URL asset upload job to check progress and retrieve the uploaded asset ID when successful.
Action
Get Url Imports JobidPolls for URL import job completion status. Use this after creating a URL import job to check the import progress. Repeatedly call this endpoint until a 'success' or 'failed' status is received to get the final imported design ID and metadata.
Action
Initiates Canva Design Export JobCanva's new job feature exports designs in multiple formats using a design id, with provided download links. the export status can be tracked via an api. exports with 'pro' quality may fail if the design contains unpaid premium elements.
Action
List Design Pages With PaginationPreview api for canva: subject to unannounced changes and not for public integrations. lists metadata for design pages with optional `offset` and `limit`; not applicable to all design types.
Action
List Folder Items By Type With SortingLists the items in a folder, including each item's `type`. folders can contain: - other folders. - designs, such as instagram posts, presentations, and documents (canva docs). - image assets.
Action
List User DesignsProvides a summary of canva user designs, includes search filtering, and allows showing both self-created and shared designs with sorting options.
Action
Move Item To Specified FolderTransfers an item to a different folder by specifying both the destination folder's id and the item's id. if the item is in various folders, an error occurs; manual relocation via canva ui is required.
Action
Post DesignsCreates a Canva design with a preset type, custom dimensions, an existing design, or a brand template. Copying designs and using brand templates are Canva preview features. Optionally insert an image asset when using a preset or custom type. Returns design ID, edit/view URLs, and metadata.
Action
Post Designs Designid CommentsCreates a comment thread on a Canva design. Use when you need to add feedback or collaboration comments to a specific design. Rate limited to 100 requests per minute per user. This is a preview API. Public integrations that use it cannot pass Canva's review process.
Action
Post Designs Designid Comments Threadid RepliesTool to create a reply to a comment or suggestion thread on a Canva design. Use when you need to respond to existing comments or suggestions. Maximum 100 replies per thread allowed. This is a preview API. Public integrations that use it cannot pass Canva's review process.
Action
Post ExportsStarts a new asynchronous job to export a Canva design file. Use when exporting designs to various formats (PDF, JPG, PNG, GIF, PPTX, MP4, CSV, and HTML). Returns a job ID that can be used to poll for completion status and download URLs. IMPORTANT: Format compatibility varies by design type. Before exporting, use the CANVA_GET_DESIGNS_DESIGNID_EXPORT_FORMATS action to check which formats are supported for the specific design. Attempting to export in an unsupported format will result in a 400 error (e.g., 'png export not supported for this design type').
Action
Post FoldersTool to create a folder in Canva. Use when you need to organize designs, assets, or create nested folder structures in a user's projects or uploads folder.
Action
Post Url ImportsTool to start an asynchronous job to import an external file from a URL as a new design in Canva. Use when you need to import a design from a publicly accessible URL. This is an async operation; poll the job status using the job ID until it reaches 'success' or 'failed'.
Action
Remove Folder And Move Contents To TrashDeletes a folder by moving the user's content to trash and reassigning other users' content to their top-level projects.
Action
Retrieve A Specific Design CommentThis preview api is subject to unannounced changes and can't be used in public integrations. it retrieves a comment, details of which are on canva help center.
Action
Retrieve Asset Metadata By IdYou can retrieve the metadata of an asset by specifying its `assetid`.
Action
Retrieve Design Resize Job StatusRetrieves the status and results of a design resize job. Polls for design resize job completion status. Use this after CANVA_CREATE_DESIGN_RESIZE_JOB to check the resize progress. Keep polling until status is 'success' or 'failed'. Successful jobs include the new design ID and temporary access URLs.
Action
Retrieve Folder Details By IdGets the name and other details of a folder using a folder's `folderid`.
Action
Retrieve User Profile DataCurrently, this returns the display name of the user account associated with the provided access token. more user information is expected to be included in the future.
Action
Update Asset S Name And Tags By IdYou can update the name and tags of an asset by specifying its `assetid`. updating the tags replaces all existing tags of the asset.
Action
Update Folder Details By IdUpdates a folder's details using its `folderid`. currently, you can only update a folder's name.
Action
Upload Asset From URLStarts a job that uploads an image or video from a public URL into the user's Canva media library. Poll Fetch Asset Upload Job Status with the returned job ID to get the asset.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Agile CRM and Canva, answered
What can start an automation from Agile CRM?
Any of Agile CRM's 10 triggers in the catalog, including New contact, New matching contact or company, New matching task and List all tasks. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Canva when something happens in Agile CRM?
Any of Canva's 41 actions, including Create Asset Upload Job, Create Canva Design With Optional Asset, Create Design Comment In Preview Api and Create Design Import Job. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Canva to Agile CRM?
Canva has no triggers in the catalog today, so automations start in Agile CRM. If you need the other direction, ask: your agent reads Canva's API documentation and adds it.
Do I have to build a connector for Agile CRM or Canva?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Agile CRM and Canva without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.