Connect Close to Canva

Both apps 91Close 50Canva 41

• Trigger
  New Contact in Contact Smart View

  Triggers when a new contact appears in the selected contact Smart View.

• Trigger
  New Lead in Smart View

  Triggers when a new lead appears in the selected Close lead Smart View, newest leads first.

• Trigger
  New Note

  Triggers when a new note is added to a lead in Close.

• Action
  Add Address to Lead

  Adds a new address to an existing Close lead, keeping the lead's current addresses, and returns the updated lead.

• Action
  Add User

  Adds a user to your Close organization by email, provisioning a new Close user if one does not exist, and returns the new membership.

• Action
  Create Bulk Action

  Starts a bulk edit in Close that sets a lead status, or sets or clears a custom field, on every record matching a search. Returns the bulk edit job and its status.

• Action
  Create Bulk Email

  Starts a bulk email in Close that sends an email template to every lead matching a search query. Returns the bulk email job with its id and status.

• Action
  Create Bulk Workflow Subscription Action

  Starts a bulk workflow (sequence) action in Close for every lead matching a search: subscribe them to a workflow, or pause or resume their existing workflow subscriptions. Returns the bulk action record and its processing status.

• Action
  Create Contact

  Creates a contact in Close, on an existing lead or on a new lead named after the contact, including any contact custom fields.

• Action
  Create Custom Activity

  Creates a custom activity of a chosen type on a Close lead, optionally tied to a contact, and returns the new activity.

• Action
  Create Export

  Starts an export of Close leads (optionally narrowed by an Advanced Filtering query) to a CSV or JSON file, and returns the export job. Close emails a download link when the export is done.

• Action
  Create Lead

  Creates a new lead in Close, optionally with nested contacts, addresses, a status and custom field values.

• Action
  Create Lead Smart View

  Creates a Lead Smart View in Close: a saved lead search defined by an Advanced Filtering query, and returns the new Smart View.

• Action
  Create Note

  Creates a note on a lead in Close, optionally tied to a contact, pinned, or with file attachments.

• Action
  Create Opportunity

  Creates an opportunity in Close, optionally on an existing lead, with its value, status, pipeline, owner, note and custom fields.

• Action
  Create SMS

  Creates an SMS activity on a Close lead: log a received or sent text, save a draft, schedule one, or send it immediately from one of your Close phone numbers.

• Action
  Create Task

  Creates a to-do task on a Close lead, optionally tied to one of the lead's contacts, assigned to a user and given a due date.

• Action
  Create WhatsApp Message

  Logs a WhatsApp message activity on a Close lead and contact, with its text, direction, phone numbers and optional attachments.

• Action
  Delete Email

  Deletes an email activity from Close.

• Action
  Delete Email Address From Contact

  Removes one email address from a Close contact, keeping the contact's other email addresses.

• Action
  Delete Logged Call

  Deletes a logged Call activity from Close.

• Action
  Export Activity Report to CSV

  Runs a Close activity report (overview by time period or comparison by user) and returns it as CSV text.

• Action
  Find Call

  Returns the call activities logged in Close that match the lead, contact, user, call IDs or date range you specify.

• Action
  Find Connected Account

  Returns the email and calendar accounts a Close user has connected, such as Gmail, Outlook or Zoom accounts.

• Action
  Find Custom Activity

  Returns the custom activities in Close that match the lead, contact, user, activity type or date criteria you specify.

• Action
  Find Custom Objects

  Returns the custom object records attached to a lead, optionally limited to one custom object type.

• Action
  Find Group

  Returns the Close groups whose name matches the name you supply, along with the first match.

• Action
  Find Lead

  Returns up to 200 leads whose name, contacts, emails, phones or other text fields match the search text.

• Action
  Find Meetings

  Returns the Meeting activities in Close that match the lead, contact, user, meeting ID and date filters you supply.

• Action
  Find Note

  Returns the Note activities in Close that match the lead, contact, user, note IDs or date ranges you specify.

• Action
  Find Number of Leads in Smart View

  Returns the number of leads that currently match a lead Smart View in Close.

• Action
  Find Opportunities

  Returns the opportunities that match a search query and any of the chosen filters, such as lead, owner, status, value period or date ranges.

• Action
  Find Task

  Returns the Close tasks that match the filters you supply, such as the lead, assignee, completion state, type or due date.

• Action
  Find WhatsApp Messages

  Returns the WhatsApp message activities in Close that match the lead, contact, user, WhatsApp message id or date range you specify.

• Action
  Find Workflow Subscription

  Returns the workflow (sequence) subscriptions for a workflow, contact or lead.

• Action
  Merge Two Leads

  Merges one Close lead into another. The source lead's contacts, activities and opportunities move to the destination lead, and the source lead is removed.

• Action
  Resubscribe Email

  Resubscribes an email address in Close by removing it from the organization's unsubscribed email list, so Close can send email to it again.

• Action
  Run Activity Overview Report

  Runs a Close activity overview report and returns the chosen activity metrics for each time period in the range, plus totals for the whole range.

• Action
  Run Opportunity Funnel Report

  Runs Close's opportunity funnel totals report for a pipeline, returning win rates, won and completed values, time to win and sales velocity, overall and per user.

• Action
  Run Sent Email Report

  Returns sent email statistics for an organization — totals, opens and replies overall and per email template — optionally limited to a date range or user.

• Action
  Run Status Change Report

  Runs Close's lead status change report, returning how many leads were in each lead status over a period and how leads moved between statuses.

• Action
  Select Random User

  Picks one user at random from the members of your Close organization and returns that user's details — useful for round-robin style lead or task assignment.

• Action
  Unsubscribe Email

  Unsubscribes an email address so Close no longer sends it email, for example when the person opted out of a mailing list elsewhere.

• Action
  Update Call

  Updates an existing call activity in Close, such as its note, outcome, status or duration. Only the fields you fill in are changed.

• Action
  Update Contact

  Updates an existing Close contact's name, title, lead, emails, phones, URLs, timezone or custom fields. Fields left blank keep their current values.

• Action
  Update Custom Activity

  Updates an existing custom activity in Close: its contact, date, draft/published status, pinned state and custom field values.

• Action
  Update Lead

  Updates an existing Close lead's name, description, website, status, addresses or custom fields. Fields left blank keep their current values.

• Action
  Update Lead Smart View

  Renames a lead Smart View in Close or replaces the filter that decides which leads it lists.

• Action
  Update Note

  Updates an existing note on a Close lead: its text, title, pinned state, contact, activity date or attachments. Fields left blank are not changed.

• Action
  Update Opportunity

  Updates an existing opportunity in Close, changing only the fields you fill in, including your custom opportunity fields.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.