Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.

Introduction

Connect Typeform to Sana to create, manage, and analyze your forms. Browse responses, summarize feedback, duplicate forms, and update questions without leaving Sana.

In summary, the connector has the following key characteristics:

Category: Marketing
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

List forms

Create forms

Update forms

Duplicate forms

Delete forms

View form details

List responses

Look up responses

Manage images

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Typeform. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Create form

Create image

Delete form

Delete image

Duplicate form

Get form

List form id options

List forms

List images

List workspace href options

List workspace id options

List responses

Lookup responses

Update dropdown multiple choice ranking

Update form title

Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.

Triggers

While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Typeform.

Trigger

New Submission

Scope and permissions

This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:

Scope	Purpose
offline	Allow Sana to stay connected to Typeform when the user is offline
accounts:read	See account details to tailor actions per workspace
forms:read	List and inspect forms to understand their fields
forms:write	Create or update forms based on user prompts
images:read	Fetch images stored in Typeform for richer answers
images:write	Upload images used in questions or responses
themes:read	View themes so generated forms match the existing look
themes:write	Apply or create themes for new AI-made forms
responses:read	Analyze form submissions to answer user questions
responses:write	Submit responses when filling forms for users
webhooks:read	Inspect existing webhooks to align automation flow
webhooks:write	Create or edit webhooks for real-time syncing
workspaces:read	Discover workspaces to correctly place new assets
workspaces:write	Organize forms and assets across workspaces

Set up instructions

Prerequisites:

You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.

Step 1: Go to the connectors page in Sana

In Sana, click on your profile icon and name in the bottom left corner and select Connectors.

Step 2: Find Typeform in the list of available connectors

Scroll to the Available connectors section and locate Typeform.

Note: If you can't find a connector in this list, it means one of the following:

You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.

Step 3: Hover the connector card and click the connect button

Hover the Typeform card and click the Connect button.

Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.

Step 4: Initialize the Pipedream connection

When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.

Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.

Step 5: Sign in to Typeform and approve the requested scopes

You'll be redirected to Typeform to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.

Step 6: Complete the set up

You've successfully connected your Typeform account. Click Continue to complete the setup and start using the connector.