Redbird AI syncs customer data, sales metrics, and operational insights from Dynamics 365 directly into Canva designs — so your teams stop copying numbers into presentations, manually updating sales dashboards, and rebuilding reports every week. Automate the design work your ERP data already needs.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull closed deals, pipeline metrics, and forecast data from Dynamics 365 and populate branded Canva presentation templates automatically. Update slides with current quarter performance without touching the design.
When a new opportunity reaches proposal stage in Dynamics 365, trigger Canva to generate a branded pitch deck pre-filled with account details, product configurations, and pricing. Send sales teams ready-to-present materials instantly.
Extract revenue, expenses, and P&L metrics from Dynamics 365 Finance and auto-populate Canva infographic templates for executive reporting. Transform raw financials into visual summaries leadership can share.
When marketing creates campaign materials in Canva, attach them to relevant customer accounts and opportunities in Dynamics 365. Keep sales teams equipped with the latest collateral without manual distribution.
Schedule weekly updates that pull regional sales, quota attainment, and rep performance from Dynamics 365 into Canva dashboard templates. Deliver visual territory reviews without spreadsheet exports.
When new products or SKUs are added to Dynamics 365 Supply Chain, trigger Canva to generate product sheets, spec cards, and launch graphics pre-filled with item descriptions, pricing, and availability data.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Canva and Dynamics 365 with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird AI understands both Canva's design element structure and Dynamics 365's entity relationships — so you can map ERP data to design templates without API gymnastics.
Our platform maps Dynamics 365 entities — accounts, opportunities, sales orders, financial records, inventory items — to Canva text boxes, charts, tables, and image placeholders automatically. Redbird understands which fields belong in headlines versus body copy, how to format currency and percentages for design layouts, and when to trigger new designs versus update existing ones. No need to manually specify every field mapping or write complex transformation logic.
faster than exporting Dynamics 365 data and manually updating Canva designs
Redbird can pull from Canva and Dynamics 365 simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Canva or Dynamics 365.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Canva into Dynamics 365, or from Dynamics 365 back into Canva. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any event in Canva or Dynamics 365 — new designs published, deals closed, records updated, reports generated.
Fires when a Canva design is published or moved to a specific folder.
Triggers when a brand template is modified or versioned in Canva.
Fires when brand colors, fonts, or logos are updated in Canva brand settings.
Generate a new Canva design using a specified template with dynamic data.
Modify text, images, or chart data in an existing Canva design.
Export a Canva design as PDF, PNG, or other format and share via link.
Fires when a sales opportunity moves to a new stage in the pipeline.
Triggers when an opportunity is marked as closed won in Dynamics 365 Sales.
Fires when a fiscal period is closed in Dynamics 365 Finance.
Add a new customer account or update existing account fields in Dynamics 365.
Upload and link documents or assets to accounts, opportunities, or other entities.
Add a timestamped note or activity log entry to a Dynamics 365 record.
Connect Canva and Dynamics 365 in minutes — so your sales, finance, and marketing teams get the branded materials they need, populated with live ERP data, without the manual design grind.