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 Ashby to Sana to manage your recruiting pipeline. View applications, create candidates and applications, manage offers, and schedule interviews directly from Sana.

In summary, the connector has the following key characteristics:

Category: HR
Connector type: Real-time
Auth type: API keys
Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

List jobs

List applications

Find candidates

Read resumes

Create candidates

Create applications

Create offers

Schedule interviews

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 Ashby. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Create application

Create candidate

Create interview schedule

Create offer

Get candidate

Get candidate resume file

Get file url

List applications

Search candidates

Start offer

Start offer process

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.

Scope and permissions

This connector uses API keys. When you connect your account, we securely store your keys to connect to this connector's APIs. The scopes for this connector depends on the scopes you assign your API key in Ashby when generating the key.

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 Ashby in the list of available connectors

Scroll to the Available connectors section and locate Ashby.

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 Ashby 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: Provide your Ashby credentials

You'll be asked to paste the credentials for Ashby so Sana can store them securely and use them to call the connector's APIs on your behalf.

Step 6: Complete the set up

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

Known limitations

Applications: The connector can only list metadata about applicants (name, email, created date, status, source, job, archive reason, etc.), not details like notes or interview feedback. Resume and file URLs can be resolved, but not other attachment content.
Jobs: The connector can only list jobs, not read details such as job descriptions.