# Connect Docupilot to Canva When **Envelope Completed** fires in [Docupilot](https://apiant.ai/connections/docupilot), 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. Docupilot **2** triggers Docupilot **34** 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 Docupilot and Canva to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Docupilot can start in Canva - When **Envelope Completed** in Docupilot then **Create Design Comment In Preview Api** in Canva - When **New Envelope** in Docupilot 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 Docupilot and Canva ## Triggers and actions 2 triggers · 56 actions - Trigger **Envelope Completed** Triggers when all recipients finish signing an envelope. - Trigger **New Envelope** Triggers when a new e-signature envelope is created. - Action **Cancel Envelope** Cancel an in-progress e-signature envelope. - Action **Convert Document** Convert a document to another format. - Action **Copy Template** Duplicate a template including its preferences and deliveries. - Action **Create Envelope** Create a new e-signature envelope. - Action **Create Envelope Recipient** Add a recipient to an e-signature envelope. - Action **Create Folder** Create a new folder. - Action **Create Template** Create a new document template. - Action **Create Template Delivery** Configure a new delivery on a template. - Action **Create Template Merge Link** Create a shareable link that generates a document from a template. - Action **Delete Folder** Delete a folder. - Action **Delete Template** Move a template to the trash. - Action **Get Bulk Generation Task** Retrieve a single bulk document-generation task. - Action **Get Envelope Details** Retrieve the details of an e-signature envelope. - Action **Get Envelope Responses** Retrieve the consolidated field responses for an envelope. - Action **Get Envelope Signing Link** Retrieve the signing link for an envelope. - Action **Get Template** Retrieve a single template by its id. - Action **Get Template Schema** Retrieve a template's merge-field schema. - Action **List Bulk Generation Tasks** List bulk document-generation tasks for a template. - Action **List Document History** List previously generated documents. - Action **List Envelope Recipients** List the recipients of an e-signature envelope. - Action **List Envelopes** List e-signature envelopes. - Action **List Folders** List the folders in the Docupilot account. - Action **List Template Deliveries** List the deliveries configured on a template. - Action **List Templates** List the templates in the Docupilot account. - Action **Merge Documents** Append and merge multiple documents into one. - Action **Place Signature Fields** Place the signature/input fields on an envelope's document. Required before Send Envelope: Docupilot rejects sending unless EVERY recipient has at least one field. Replaces the document's whole field set. - Action **Retry Document Delivery** Retry a failed document delivery. - Action **Send Envelope** Send an e-signature envelope to its recipients. - Action **Send Envelope Reminder** Send a signing reminder to an envelope's signers. - Action **Transform PDF** Apply a transformation to a PDF document. - Action **Trigger Bulk Generation** Start a prepared bulk document-generation task. - Action **Update Folder** Update a folder's details. - Action **Update Template** Update an existing template's settings. - Action **Upload CSV for Bulk Generation** Upload a CSV to start a bulk document-generation task for a template. - 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 - [ **Docupilot** Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data...](https://apiant.ai/connections/docupilot) - [ **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 Docupilot - [ **Docupilot to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/docupilot-to-hubspot) - [ **Docupilot to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/docupilot-to-salesforce) - [ **Docupilot to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/docupilot-to-gmail) - [ **Docupilot to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/docupilot-to-google-calendar) - [ **Docupilot to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/docupilot-to-stripe) - [ **Docupilot to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/docupilot-to-shopify) ## 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 ## Docupilot and Canva, answered ### ### What can start an automation from Docupilot? Any of Docupilot's 2 triggers in the catalog, including Envelope Completed and New Envelope. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Canva when something happens in Docupilot? 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 Docupilot? Canva has no triggers in the catalog today, so automations start in Docupilot. 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 Docupilot 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. ### ### 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.