--- title: "Connect Agile CRM to Canva - APIANT.ai" description: "When \"New contact\" fires in Agile CRM, your agent runs \"Create Design Comment In Preview Api\" in Canva." canonical: "https://apiant.ai/connect/agile-crm-to-canva" --- # Connect Agile CRM to Canva When **New contact** fires in [Agile CRM](https://apiant.ai/connections/agile-crm), your agent runs **Create Design Comment In Preview Api** in [Canva](https://apiant.ai/connections/canva). Describe the whole flow and it is built, tested on every scenario and kept running. Agile CRM **10** triggers Agile CRM **63** actions Canva **41** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Agile CRM and Canva to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) 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 tasks** list all tasks, surfacing new ones over time - Trigger **List contacts** list contacts, surfacing new ones over time - Trigger **List deals** list deals/opportunities, surfacing new ones over time - Trigger **List events** list events, surfacing new ones over time - Trigger **List pending tasks** list pending tasks within N days - Trigger **List tickets** list help desk tickets by filter, surfacing new ones - Trigger **List tracks** list deal tracks/pipelines - Trigger **New contact** Triggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id. - Trigger **New matching contact or company** Triggers when a new contact or company matches your search query. - Trigger **New matching task** Triggers when a new task matches your filter. - Action **Add contact to campaign** enroll a contact into a campaign by email - Action **Add lead score by email** add lead score to a contact by email - Action **Add note by contact email** add a note to a contact by email - Action **Add tags by contact email** add tags to a contact by email - Action **Add tags to contact** add multiple tags to a contact by ID - Action **Add tag to contact** Adds a tag to the specified contact. Spaces in the tag are replaced with underscores. - Action **Add ticket note** add a note to a ticket - Action **Change contact owner** change the owner of a contact - Action **Create company** /contacts (type=company) — create a company record - Action **Create contact** create a full contact record - Action **Create deal** create a deal/opportunity - Action **Create deal by contact email** create a deal for a contact by email - Action **Create deal note** create a note on a deal - Action **Create document** create a document - Action **Create event** create 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 note** create a note - Action **Create task** create a task - Action **Create task by email** create a task for a contact by email - Action **Create ticket** create a help desk ticket - Action **Delete company** Delete a company. - Action **Delete contact** delete a contact - Action **Delete contact note** delete a contact note - Action **Delete deal** delete a deal - Action **Delete event** delete an event - Action **Delete tags by contact email** remove tags from a contact by email - Action **Delete task** delete a task - Action **Delete ticket** delete a help desk ticket - Action **Find contact** Returns the Contact ID (and contact record) for the given email address. - Action **Get company by ID** Retrieve a company by ID. - Action **Get contact by ID** retrieve a contact by ID - Action **Get contact by phone** look up a contact by phone - Action **Get contact deals** list deals for a contact - Action **Get contact documents** list documents for a contact - Action **Get contact events** list events for a contact - Action **Get contact notes** list notes for a contact - Action **Get contact tasks** list tasks for a contact - Action **Get deal by ID** retrieve a deal by ID - Action **Get deal notes** list notes for a deal - Action **Get deals by pipeline** list deals grouped by pipeline - Action **Get deals from track** list deals filtered by track - Action **Get Deals Grouped by Milestone** Returns 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 deals** list deals owned by the current user - Action **Get task by ID** retrieve a task by ID - Action **Get ticket filters** list available ticket filters - Action **Get ticket messages** list notes/messages for a ticket - Action **List companies** list companies - Action **Remove contact from deal** remove a contact from a deal - Action **Remove tag from contact** Removes a tag from the specified contact. Spaces in the tag are replaced with underscores. - Action **Remove tags from contact** remove multiple tags from a contact by ID - Action **Search contact by email** look up a contact by email - Action **Search contact by email (POST)** look up a contact by email - Action **Search contacts by dynamic filter** search contacts by dynamic filter - Action **Update company** /contacts/edit-properties (company) — update company properties - Action **Update contact** Updates the specified contact's first name, last name, and email properties. - Action **Update contact lead score** update a contact's lead score - Action **Update contact property** update contact properties - Action **Update contact star rating** update a contact's star rating - Action **Update deal** partially update a deal - Action **Update deal note** Update 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 event** Update 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 task** partially update a task - Action **Update track** Update 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 List** This 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 Job** Uploads 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 Asset** Create 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 Api** This 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 Job** Imports 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 Job** Start 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 Job** Creates 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 Job** Tool 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 Folder** This 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 Id** You 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 Keys** The 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 Details** Returns the user id, team id, and display name of the user account associated with the provided access token. - Action **Fetch Design Metadata And Access Information** Gets the metadata for a design. this includes owner information, urls for editing and viewing, and thumbnail information. - Action **Get Design Comment Replies** Retrieves 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 Reply** Retrieves 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 Result** Get 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 Job** Return 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 Threadid** Retrieves 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 Formats** Lists 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 Jobid** Tool 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 Jobid** Polls 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 Job** Canva'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 Pagination** Preview 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 Sorting** Lists 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 Designs** Provides 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 Folder** Transfers 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 Designs** Creates 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 Comments** Creates 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 Replies** Tool 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 Exports** Starts 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 Folders** Tool 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 Imports** Tool 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 Trash** Deletes 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 Comment** This 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 Id** You can retrieve the metadata of an asset by specifying its `assetid`. - Action **Retrieve Design Resize Job Status** Retrieves 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 Id** Gets the name and other details of a folder using a folder's `folderid`. - Action **Retrieve User Profile Data** Currently, 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 Id** You 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 Id** Updates a folder's details using its `folderid`. currently, you can only update a folder's name. - Action **Upload Asset From URL** Starts 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. ## Each app on its own - [ **Agile CRM** Agile CRM is an all-in-one CRM with sales, marketing, and service automation.](https://apiant.ai/connections/agile-crm) - [ **Canva** Canva offers a drag-and-drop design suite for creating social media graphics, presentations, and marketing...](https://apiant.ai/connections/canva) Reviews ## What our customers say ## More from Agile CRM - [ **Agile CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agile-crm-to-salesforce) - [ **Agile CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/agile-crm-to-mailchimp) - [ **Agile CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/agile-crm-to-stripe) - [ **Agile CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/agile-crm-to-shopify) - [ **Agile CRM to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/agile-crm-to-pipedrive) - [ **Agile CRM to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/agile-crm-to-trello) ## More into Canva - [ **HubSpot to Canva** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-canva) - [ **Salesforce to Canva** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-canva) - [ **Slack to Canva** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-canva) - [ **Google Sheets to Canva** Google Sheets](https://apiant.ai/connect/google-sheets-to-canva) - [ **Gmail to Canva** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-canva) - [ **Google Calendar to Canva** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-canva) 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.