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Automatically generate personalized marketing visuals in Canva when new leads are added to Agile CRM, using Latenode's flexible API integration and JavaScript functions for advanced image customization.
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Create a New Scenario to Connect Agile CRM and Canva
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Agile CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Agile CRM or Canva will be your first step. To do this, click "Choose an app," find Agile CRM or Canva, and select the appropriate trigger to start the scenario.
Add the Agile CRM Node
Select the Agile CRM node from the app selection panel on the right.
Agile CRM
Configure the Agile CRM
Click on the Agile CRM node to configure it. You can modify the Agile CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Canva Node
Next, click the plus (+) icon on the Agile CRM node, select Canva from the list of available apps, and choose the action you need from the list of nodes within Canva.
Agile CRM
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Canva
Authenticate Canva
Now, click the Canva node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Canva settings. Authentication allows you to use Canva through Latenode.
Configure the Agile CRM and Canva Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Agile CRM and Canva Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Canva
Trigger on Webhook
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Agile CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Agile CRM, Canva, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the Agile CRM and Canva integration works as expected. Depending on your setup, data should flow between Agile CRM and Canva (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Agile CRM + Canva + Slack: When a deal's milestone changes in Agile CRM, automatically generate a celebratory graphic in Canva using a pre-designed template and share it in a dedicated Slack channel to celebrate the success.
Canva + Agile CRM + Google Sheets: When marketing materials are exported from Canva, automatically track their usage by adding a row in Google Sheets. This data is then used to update lead information in Agile CRM, adding events with the data collected in Google Sheets.
About Agile CRM
Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports β all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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About Canva
Automate content creation with Canva in Latenode. Generate designs on demand, populated with data from your databases or triggered by events. Forget manual updates; connect Canva to your workflows for dynamic marketing materials, reports, or social media content. Latenode's visual editor and flexible nodes simplify design automation.
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How can I connect my Agile CRM account to Canva using Latenode?
To connect your Agile CRM account to Canva on Latenode, follow these steps:
Can I automatically create Canva designs from new Agile CRM contacts?
Yes! Latenode lets you trigger design creation upon new contact entries. Streamline content creation by auto-generating personalized visuals for each new lead, saving you valuable time.
What types of tasks can I perform by integrating Agile CRM with Canva?
Integrating Agile CRM with Canva allows you to perform various tasks, including:
How do I manage complex data transformations between Agile CRM and Canva?
Latenode's JavaScript blocks allow you to manipulate data precisely. Format contact details or customize templates with unparalleled control for perfect designs.
Are there any limitations to the Agile CRM and Canva integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: