Advance deal stage when designs are approved
When a file is marked ready for review in Canva, automatically update deal stage in Rex to keep sales momentum moving.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Rex Explore Rex →
TriggersFires when a new contact or lead is added to Rex.
Fires when a field on a contact changes in Rex.
Fires when a deal, case or record moves to a new stage in Rex.
Fires when a deal is marked won in Rex.
Creates or updates a contact in Rex.
Creates a new deal in Rex.
Moves a deal or record to a new stage in Rex.
Logs a call, email, or note against a record in Rex.
Canva Explore Canva →
TriggersFires when a new file or board is created in Canva.
Fires when someone comments on a file in Canva.
Fires when a file in Canva is shared with someone new.
Fires when a file in Canva is marked ready for review.
Starts a new file in Canva from a saved template.
Posts a comment on a specific file in Canva.
Exports a frame or board from Canva as a PNG or PDF.
Moves a file in Canva into a different project or folder.
More Rex + Canva workflows
Generate design assets when a deal moves forward
When a deal stage changed in Rex, automatically create a file from template in Canva so your design team can start producing tailored pitch materials.
See details
Log client design feedback in the CRM
When a comment is added in Canva, automatically log activity in Rex under the relevant client contact to keep the account manager informed.
See details
See all Rex + Canva integrations → · Browse the full workflow library →
Common questions
Can Knit build “Advance deal stage when designs are approved” between Rex and Canva?
Yes — describe it in the box above and Knit's Integrations Agent researches Rex and Canva's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Canva to Rex streamline sales and design alignment?
Creative assets can automatically generate when deals advance, and design review milestones in Canva can automatically log activities or update pipeline stages in Rex.
Can client comments on design assets update our CRM records?
Yes, when a new comment is added or a design file is marked ready for review in Canva, an activity log can automatically update in Rex.