Connect Canva and Ploomes to Build Intelligent Automations

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Canva

When this happens...

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Ploomes

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Create Deal

Create Deal

Triggers when new deal is created in Ploomes.

Deal Updated

Deal Updated

Fires when an existing deal is updated in Ploomes and provides the updated deal information.

New Contact

New Contact

Add a new contact to Ploomes CRM using the provided contact details.

Contact Updated

Contact Updated

Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.

Create Document

Create Document

Create a new document in Ploomes and attach it to a CRM record (contact, deal, or company).

Update Document

Update Document

Modify an existing document in Ploomes CRM to change its content or metadata.

Request a new Trigger for Canva

Do thisActions

Action is the task that follows automatically within your Canva integrations.

Create Design

Create Design

Creates a new design in canva

Get Asset Upload Job

Get Asset Upload Job

Gets an asset upload job by id

Get Design Export Job

Get Design Export Job

Gets a design export job by id

Get Design Import Job

Get Design Import Job

Gets a design import job by id

Find Design

Find Design

Finds an existing design. Optionally create a design if none is found.

Export Design

Export Design

Creates an asynchronous job to export a design from Canva.

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Frequently Asked Questions

How do I start an integration between Canva and Ploomes?

To start, connect both your Canva and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Canva triggers actions in Ploomes (or vice versa).

Can we customize how data from Canva is recorded in Ploomes?

Absolutely. You can customize how Canva data is recorded in Ploomes. This includes choosing which data fields go into which fields of Ploomes, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Canva and Ploomes?

The data sync between Canva and Ploomes typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Canva to Ploomes?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Canva and Ploomes?

Yes, you can set conditional logic to control the flow of data between Canva and Ploomes. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Canva

About Canva

Canva is a graphic design platform that allows users to create social media graphics, presentations, posters, documents, and other visual content. It offers a variety of templates and tools to make design accessible to everyone, regardless of their design experience.

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Ploomes

About Ploomes

Ploomes is a comprehensive CRM platform designed to streamline sales processes and enhance customer relationship management. It offers tools for managing leads, automating workflows, and generating insightful reports to boost sales efficiency.

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