Common Workflows

Discover proven automation workflows using Canvelete (opens in a new tab) with Zapier. These templates help you get started quickly and inspire your own custom automations.

Social Media Automation

Auto-Post New Designs to Social Media

Apps: Canvelete + Twitter/Instagram/Facebook

Automatically share your new designs across social media platforms.

Workflow Steps

Trigger: New Design (Canvelete)
Action: Render Design (Canvelete)
Action: Create Post (Social Media Platform)

Configuration

Trigger: New Design
  - Filter: visibility = "PUBLIC"
  - Filter: isTemplate = false
 
Action 1: Render Design
  - Design ID: {{trigger.id}}
  - Format: "jpg"
  - Quality: 95
 
Action 2: Create Tweet/Post
  - Message: "Check out my new design: {{trigger.name}}"
  - Image: {{render.downloadUrl}}
  - Tags: #design #canvelete

Use Cases

Portfolio sharing
Design showcase
Brand awareness
Client work promotion

Dynamic Social Media Content

Apps: Google Sheets + Canvelete + Buffer/Hootsuite

Generate personalized social media content from spreadsheet data.

Workflow Steps

Trigger: New Spreadsheet Row (Google Sheets)
Action: Find Template (Canvelete)
Action: Render Design (Canvelete)
Action: Schedule Post (Buffer/Hootsuite)

Configuration

Trigger: New Spreadsheet Row
  - Spreadsheet: "Social Media Content Calendar"
  - Worksheet: "Posts"
 
Action 1: Find Template
  - Query: {{trigger.template_name}}
 
Action 2: Render Design
  - Template ID: {{find_template.id}}
  - Dynamic Data: {
      "title": "{{trigger.post_title}}",
      "subtitle": "{{trigger.post_subtitle}}",
      "date": "{{trigger.post_date}}"
    }
```Action 3: 
Schedule Post
  - Text: {{trigger.caption}}
  - Image: {{render.downloadUrl}}
  - Schedule: {{trigger.publish_date}}

E-commerce Integration

Product Image Generation

Apps: Shopify + Canvelete + Cloudinary

Automatically generate product images when new products are added.

Workflow Steps

Trigger: New Product (Shopify)
Action: Find Template (Canvelete)
Action: Render Design (Canvelete)
Action: Upload Image (Cloudinary)
Action: Update Product (Shopify)

Configuration

Trigger: New Product
  - Store: Your Shopify Store
 
Action 1: Find Template
  - Query: "Product Showcase Template"
 
Action 2: Render Design
  - Template ID: {{find_template.id}}
  - Dynamic Data: {
      "product_name": "{{trigger.title}}",
      "price": "{{trigger.price}}",
      "product_image": "{{trigger.featured_image}}"
    }
 
Action 3: Upload to Cloudinary
  - File: {{render.downloadUrl}}
  - Folder: "product-images"
  - Public ID: "product-{{trigger.id}}"
 
Action 4: Update Product
  - Product ID: {{trigger.id}}
  - Add Image: {{cloudinary.secure_url}}

Sale Announcement Graphics

Apps: WooCommerce + Canvelete + Mailchimp

Create sale announcement graphics for email campaigns.

Workflow Steps

Trigger: Product Sale Price Updated (WooCommerce)
Action: Render Design (Canvelete)
Action: Create Campaign (Mailchimp)

Content Marketing

Blog Post Graphics

Apps: WordPress + Canvelete + Pinterest

Generate featured images for blog posts and pin them to Pinterest.

Workflow Steps

Trigger: New Post (WordPress)
Action: Find Template (Canvelete)
Action: Render Design (Canvelete)
Action: Update Post (WordPress)
Action: Create Pin (Pinterest)

Configuration

Trigger: New Post
  - Status: "published"
  - Category: "blog"
 
Action 1: Find Template
  - Query: "Blog Post Template"
 
Action 2: Render Design
  - Template ID: {{find_template.id}}
  - Dynamic Data: {
      "title": "{{trigger.title}}",
      "author": "{{trigger.author}}",
      "date": "{{trigger.date}}"
    }
 
Action 3: Update Post
  - Post ID: {{trigger.id}}
  - Featured Image: {{render.downloadUrl}}
 
Action 4: Create Pin
  - Image: {{render.downloadUrl}}
  - Description: {{trigger.excerpt}}
  - Board: "Blog Posts"

Lead Generation

Form Submission to Design Brief

Apps: Typeform + Canvelete + Slack

Convert form submissions into design briefs and notify your team.

Workflow Steps

Trigger: New Entry (Typeform)
Action: Create Design (Canvelete)
Action: Send Message (Slack)

Configuration

Trigger: New Entry
  - Form: "Design Request Form"
 
Action 1: Create Design
  - Name: "Design Brief - {{trigger.client_name}}"
  - Description: "{{trigger.project_description}}"
  - Width: {{trigger.preferred_width}}
  - Height: {{trigger.preferred_height}}
 
Action 2: Send Slack Message
  - Channel: "#design-requests"
  - Message: "New design request from {{trigger.client_name}}"
  - Attachment: Design URL - {{create_design.editUrl}}

Team Collaboration

Design Review Workflow

Apps: Canvelete + Trello + Gmail

Automatically create review tasks when designs are completed.

Workflow Steps

Trigger: New Render Complete (Canvelete)
Action: Create Card (Trello)
Action: Send Email (Gmail)#### Conf iguration

Trigger: New Render Complete
  - Filter: status = "COMPLETED"
 
Action 1: Create Trello Card
  - Board: "Design Reviews"
  - List: "Pending Review"
  - Name: "Review: {{trigger.designName}}"
  - Description: "Design rendered and ready for review"
  - Attachment: {{trigger.downloadUrl}}
 
Action 2: Send Email
  - To: design-team@company.com
  - Subject: "New Design Ready for Review"
  - Body: "Please review the attached design"
  - Attachment: {{trigger.downloadUrl}}

Workflow Optimization Tips

Performance Best Practices

Use Filters Early: Apply filters at the trigger level to reduce executions
Batch Operations: Group related actions together
Cache Templates: Store frequently used template IDs in Zapier Storage
Optimize Images: Use appropriate formats and quality settings

Error Handling

Add Delays: Use delay steps for rate-limited APIs
Implement Retries: Use Zapier's built-in retry functionality
Error Notifications: Send alerts when workflows fail
Fallback Paths: Create alternative paths for common failures

Monitoring and Maintenance

Task History: Regularly review task history for errors
Performance Metrics: Monitor execution times and success rates
Update Triggers: Keep trigger filters updated as needs change
Test Regularly: Test workflows with sample data periodically

Support and Community

Getting Help

Documentation: Check our troubleshooting guide
Support: Contact us at canvelete.com/support (opens in a new tab)
Dashboard: Manage integrations at canvelete.com/dashboard (opens in a new tab)

Sharing Workflows

Share your successful workflows with the community:

Export your Zap as a template
Submit to our community templates library
Help other users with similar needs

Actions Troubleshooting