--- title: "Connect Close to Canva - APIANT.ai" description: "When \"New Contact in Contact Smart View\" fires in Close, your agent runs \"Create Design Comment In Preview Api\" in Canva." canonical: "https://apiant.ai/connect/close-to-canva" --- # Connect Close to Canva When **New Contact in Contact Smart View** fires in [Close](https://apiant.ai/connections/close), 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. Close **3** triggers Close **47** 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 Close 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 Close can start in Canva - When **New Contact in Contact Smart View** in Close then **Create Design Comment In Preview Api** in Canva - When **New Lead in Smart View** in Close 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 Close and Canva ## Triggers and actions 3 triggers · 88 actions - 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. ## Each app on its own - [ **Close** Close is a sales productivity platform built to help you close more deals.](https://apiant.ai/connections/close) - [ **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 Close - [ **Close to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/close-to-hubspot) - [ **Close to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/close-to-salesforce) - [ **Close to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/close-to-slack) - [ **Close to Google Sheets** Google Sheets](https://apiant.ai/connect/close-to-google-sheets) - [ **Close to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/close-to-gmail) - [ **Close to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/close-to-google-calendar) ## 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 ## Close and Canva, answered ### ### What can start an automation from Close? Any of Close's 3 triggers in the catalog, including New Contact in Contact Smart View, New Lead in Smart View and New Note. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Canva when something happens in Close? 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 Close? Canva has no triggers in the catalog today, so automations start in Close. 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 Close 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 Close 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.