# Connect Daftra to Canva When **Client Created** fires in [Daftra](https://apiant.ai/connections/daftra), 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. Daftra **9** triggers Daftra **38** actions Canva **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Daftra 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 Daftra can start in Canva - When **Client Created** in Daftra then **Create Design Comment In Preview Api** in Canva - When **Client Updated** in Daftra 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 Daftra and Canva ## Triggers and actions 9 triggers · 60 actions - Trigger **Client Created** Triggers when a new client is added to your Daftra account. - Trigger **Client Updated** Triggers when a client is added or updated in Daftra. - Trigger **Estimate Updated** Triggers when an estimate (quote) is created or updated in Daftra. - Trigger **Invoice Created** Triggers when a new invoice (or debit note) is created in Daftra. - Trigger **Invoice Updated** Triggers when an invoice or debit note is created or updated in Daftra. - Trigger **Journal Created** Triggers when a new journal entry is created in Daftra. - Trigger **Journal Updated** Triggers when a journal entry is created or updated in Daftra. - Trigger **Product Created** Triggers when a new product is added in Daftra. - Trigger **Product Updated** Triggers when a product is added or updated in Daftra. - Action **Add Client** Creates a new client in Daftra and returns its id and client number. - Action **Add credit note** Creates a credit note for a client in Daftra, optionally against a source invoice, with line items. - Action **Add Estimate** Creates a new estimate (quote) for a client in Daftra, with optional line items. - Action **Add Expense** Creates an expense in Daftra with its amount, date, vendor, category and optional taxes, account splits and cost-center allocations. - Action **Add Invoice** Creates a sales invoice for a client in Daftra, with optional line items and payments, and returns the new invoice's id. - Action **Add Invoice Payment** Records a payment against an existing Daftra invoice and returns the new payment's id. - Action **Add Journal** Creates a manual double-entry journal entry with its debit and credit lines. Total debits must equal total credits. - Action **Add Product** Creates a new product, service or bundle in Daftra and returns its id. - Action **Add Refund Receipt** Creates a refund receipt against an existing invoice in Daftra, with optional refunded line items and refund payments. - Action **Add Supplier** Creates a new supplier in Daftra and returns its id. - Action **Delete Client** Deletes a client from Daftra. The client must have no invoices, payments or other related records. - Action **Delete credit note** Deletes a credit note in Daftra by its ID. - Action **Delete Estimate** Deletes an estimate (quote) in Daftra. Estimates already converted to an invoice or sales order cannot be deleted. - Action **Delete Expense** Deletes an expense in Daftra, along with its related accounting journal and attachments. - Action **Delete Invoice** Deletes a sales invoice in Daftra by its ID. - Action **Delete Invoice Payment** Deletes an invoice payment, re-adjusting the related invoice's paid total and the client's balance. - Action **Delete Product** Deletes a product, service or bundle in Daftra by its ID. - Action **Delete Refund Receipt** Deletes a refund receipt in Daftra by its ID. - Action **Delete Supplier** Deletes a supplier from Daftra. Suppliers referenced by purchase orders, expenses or other transactions cannot be deleted. - Action **Edit Client** Updates an existing client in Daftra. Only the fields you fill in are changed. - Action **Edit Estimate** Updates an existing estimate (quote) in Daftra, changing its client, date, currency, notes or line items. - Action **Edit Expense** Updates an existing expense in Daftra. Only the fields you fill in are changed. - Action **Edit Invoice** Updates an existing standard invoice in Daftra, including its header details, line items, payments and custom fields. - Action **Edit Invoice Payment** Updates an existing invoice payment in Daftra. Only the fields you fill in are changed. - Action **Edit Journal** Updates an existing journal entry in Daftra, replacing its debit and credit lines. - Action **Edit Product** Updates an existing product, service or bundle in Daftra. Only the fields you fill in are changed. - Action **Edit Refund Receipt** Updates an existing refund receipt in Daftra — its date, currency, store, notes or line items. - Action **Edit Supplier** Updates an existing supplier's business name, contact details, addresses and other details. - Action **Get client** Returns a single Daftra client by id, with its contact details, addresses, balances and custom field values. - Action **Get Expense** Returns a single expense by its id, including amount, taxes, totals, vendor, category, date and status. - Action **Get invoice** Returns a single standard invoice by ID, with its line items, payments, taxes, client and custom fields. - Action **Get Purchase Order** Returns a single purchase order by its ID, including its line items, supplier, taxes, payments and custom fields. - Action **Get Refund Receipt** Returns a single refund receipt by ID, including its line items, payments, taxes, custom fields and client. - Action **List clients** Returns a list of clients in your Daftra account, optionally filtered by keyword or assigned staff member. - Action **List estimates** Returns the account's estimates (quotes), most recent first, optionally filtered by client, number, status, amount, dates and more. - Action **List invoices** Returns a page of your Daftra invoices and debit notes, most recent first, optionally filtered by client, status, dates, amounts and more. - Action **List products** Returns a page of products and services in your Daftra account, optionally filtered by keyword, category, supplier, brand, stock status, barcode or product code. - Action **Update credit note** Updates an existing credit note in Daftra — its client, date, currency, store, notes or line items. - 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 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 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 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 **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 **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 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 - [ **Daftra** Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their...](https://apiant.ai/connections/daftra) - [ **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 Daftra - [ **Daftra to Zenvoices** Zenvoices is an application for tracking, processing, and documenting finance-related administrative tasks.](https://apiant.ai/connect/daftra-to-zenvoices) - [ **Daftra to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/daftra-to-hubspot) - [ **Daftra to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/daftra-to-salesforce) - [ **Daftra to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/daftra-to-slack) - [ **Daftra to Google Sheets** Google Sheets](https://apiant.ai/connect/daftra-to-google-sheets) - [ **Daftra to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/daftra-to-gmail) ## 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 ## Daftra and Canva, answered ### ### What can start an automation from Daftra? Any of Daftra's 9 triggers in the catalog, including Client Created, Client Updated, Estimate Updated and Invoice Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Canva when something happens in Daftra? Any of Canva's 22 actions, including Create Canva Design With Optional Asset, Create Design Comment In Preview Api, Create User Or Sub Folder and Update Asset S Name And Tags By Id. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Canva to Daftra? Canva has no triggers in the catalog today, so automations start in Daftra. 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 Daftra 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 Daftra 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.