Zapier Setup

Connect Canvelete (opens in a new tab) with thousands of apps using Zapier to automate your design workflows. This guide walks you through setting up the Canvelete Zapier integration and configuring your first automation.

Prerequisites

Before you begin, make sure you have:

• A Canvelete account (opens in a new tab) with an active subscription
• A Zapier account (free or paid)
• Basic understanding of Zapier workflows (Zaps)

Step 1: Install the Canvelete App

1. Find the Canvelete App

   • Log into your Zapier account
   • Search for "Canvelete" in the app directory
   • Click on the Canvelete app to view details

2. Connect Your Account

   • Click "Connect a new account" or "Add Account"
   • You'll be redirected to Canvelete's authorization page
   • Log in with your Canvelete credentials if prompted

Step 2: Authorize the Connection

The Canvelete Zapier app uses OAuth2 for secure authentication. During the authorization process:

1. Review Permissions The app will request access to:

   • Profile Information: Your name and email for connection identification
   • Designs: Read and write access to your designs
   • Templates: Read access to templates
   • API Keys: Manage API keys for advanced integrations
   • Rendering: Generate images and PDFs from your designs

2. Grant Authorization

   • Click "Authorize" to grant permissions
   • You'll be redirected back to Zapier with a success message

3. Verify Connection

   • Zapier will test the connection automatically
   • You should see your Canvelete account email displayed as the connection label

Step 3: Create Your First Zap

Now that your account is connected, let's create a simple automation:

Example: New Form Submission → Create Design

1. Choose a Trigger App

   • Select an app that will start your automation (e.g., Google Forms, Typeform)
   • Configure the trigger event (e.g., "New Form Response")

2. Add Canvelete Action

   • Click "Add Step" and search for "Canvelete"
   • Choose "Create Design" as your action
   • Map form fields to design properties:
     • Form title → Design name
     • Form description → Design description
     • Set dimensions (e.g., 1920x1080 for social media)

3. Test and Activate

   • Test your Zap with sample data
   • Turn on your Zap when ready

Connection Settings

Scopes and Permissions

The Canvelete Zapier app requests the following OAuth scopes:

Security Considerations

• Token Refresh: Access tokens are automatically refreshed by Zapier
• Secure Storage: Credentials are encrypted and stored securely by Zapier
• Revocation: You can revoke access anytime from your Canvelete account settings

Account Management

Multiple Accounts

You can connect multiple Canvelete accounts to Zapier:

1. In your Zap editor, click the account dropdown
2. Select "Connect a new account"
3. Follow the authorization flow for the additional account

Reconnecting Accounts

If your connection becomes invalid:

1. Go to your Zapier "My Apps" page
2. Find the Canvelete connection
3. Click "Reconnect" and follow the authorization flow

Disconnecting Accounts

To remove a Canvelete connection:

1. Go to your Zapier "My Apps" page
2. Find the Canvelete connection
3. Click "Disconnect" to revoke access

Next Steps

Now that you have Canvelete connected to Zapier, explore:

• Available Triggers - Events that can start your automations
• Available Actions - What you can do with Canvelete in your Zaps
• Common Workflows - Pre-built automation templates
• Troubleshooting - Solutions to common issues

Support

Need help with your Zapier integration?

• Check our troubleshooting guide
• Contact support through your Canvelete dashboard (opens in a new tab)
• Visit canvelete.com/support (opens in a new tab) for additional resources