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How to connect Pipefy and Canva
Create a New Scenario to Connect Pipefy and Canva
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 Pipefy, triggered by another scenario, or executed manually (for testing purposes). In most cases, Pipefy or Canva will be your first step. To do this, click "Choose an app," find Pipefy or Canva, and select the appropriate trigger to start the scenario.
Add the Pipefy Node
Select the Pipefy node from the app selection panel on the right.
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Add the Canva Node
Next, click the plus (+) icon on the Pipefy node, select Canva from the list of available apps, and choose the action you need from the list of nodes within Canva.
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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 Pipefy 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 Pipefy and Canva 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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Save and Activate the Scenario
After configuring Pipefy, Canva, 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 Pipefy and Canva integration works as expected. Depending on your setup, data should flow between Pipefy and Canva (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Pipefy and Canva
Pipefy + Canva + Google Drive: When a card reaches a specific phase in Pipefy, a certificate is generated in Canva using a predefined template, and then saved to a designated folder in Google Drive.
Canva + Pipefy + Slack: When new marketing material is uploaded to a specific folder in Canva, a task is automatically created in Pipefy to review the material. The marketing team is then notified via a Slack channel about the new task.
Pipefy and Canva integration alternatives
About Pipefy
Orchestrate Pipefy process management inside Latenode for end-to-end automation. Trigger flows on card changes, create new cards from external data, and sync Pipefy data with other apps. Bypass manual updates and build complex workflows using visual tools, code, or AI — without step limits or vendor lock-in.
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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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See how Latenode works
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FAQ Pipefy and Canva
How can I connect my Pipefy account to Canva using Latenode?
To connect your Pipefy account to Canva on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Pipefy and click on "Connect".
- Authenticate your Pipefy and Canva accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate Canva designs from new Pipefy cards?
Yes, you can! Latenode allows you to trigger Canva design creation whenever a new card is added in Pipefy, automating content creation and saving time.
What types of tasks can I perform by integrating Pipefy with Canva?
Integrating Pipefy with Canva allows you to perform various tasks, including:
- Automatically creating social media posts from new Pipefy project updates.
- Generating branded marketing materials when a Pipefy deal reaches a specific stage.
- Creating personalized certificates for Pipefy course completion.
- Dynamically updating Canva templates with data from Pipefy forms.
- Generating visual reports in Canva using data collected in Pipefy.
HowdoIhandleerrorswhenPipefyCanvaintegrationfails?
Latenode provides robust error handling. You can set up notifications or retry logic to manage failed Pipefy and Canva integration attempts effectively.
Are there any limitations to the Pipefy and Canva integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Canva template designs might require more advanced configuration.
- Rate limits on the Pipefy and Canva APIs can affect high-volume workflows.
- Custom JavaScript knowledge may be needed for highly specific data transformations.
