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How to connect Canva and Insightly
Create a New Scenario to Connect Canva and Insightly
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Canva, triggered by another scenario, or executed manually (for testing purposes). In most cases, Canva or Insightly will be your first step. To do this, click "Choose an app," find Canva or Insightly, and select the appropriate trigger to start the scenario.
Add the Canva Node
Select the Canva node from the app selection panel on the right.
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Add the Insightly Node
Next, click the plus (+) icon on the Canva node, select Insightly from the list of available apps, and choose the action you need from the list of nodes within Insightly.
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Authenticate Insightly
Now, click the Insightly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Insightly settings. Authentication allows you to use Insightly through Latenode.
Configure the Canva and Insightly 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 Canva and Insightly Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Canva, Insightly, and any additional nodes, don’t 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 “Run once” and triggering an event to check if the Canva and Insightly integration works as expected. Depending on your setup, data should flow between Canva and Insightly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Canva and Insightly
Canva + Insightly + Slack: When new marketing material is exported from Canva, find associated contact records in Insightly and send a Slack notification to update those records.
Insightly + Canva + Google Drive: When a deal is updated in Insightly, a celebratory social media graphic is created in Canva and saved to Google Drive.
Canva and Insightly integration alternatives
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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About Insightly
Sync Insightly CRM with other apps inside Latenode to automate sales processes. Update records, trigger follow-ups, or create tasks based on new leads or deals. Latenode offers flexible logic, custom JavaScript, and direct data transfer between Insightly and other services, improving your sales workflow without code.
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FAQ Canva and Insightly
How can I connect my Canva account to Insightly using Latenode?
To connect your Canva account to Insightly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Canva and click on "Connect".
- Authenticate your Canva and Insightly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Insightly contacts with Canva designs?
Yes, you can! Latenode allows for automated contact updates, ensuring your Insightly records always feature the latest Canva-created visuals, enhancing communication and personalization.
What types of tasks can I perform by integrating Canva with Insightly?
Integrating Canva with Insightly allows you to perform various tasks, including:
- Automatically adding new Canva designs to Insightly contact records.
- Creating Insightly tasks when new Canva templates are created.
- Updating Insightly opportunities with Canva-generated marketing materials.
- Generating personalized Insightly emails using Canva design templates.
- Tracking Canva asset usage and impact within Insightly projects.
Can I trigger Canva design creation from new Insightly contacts?
Yes! Latenode enables triggering Canva designs from new Insightly contacts, saving time and ensuring consistent branding across your outreach efforts.
Are there any limitations to the Canva and Insightly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Canva designs with many layers may impact workflow speed.
- Real-time data synchronization depends on API availability and rate limits.
- Custom font support from Canva requires manual setup within Latenode.
