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 Google Forms to Sana to review and summarize form responses, and to spin up new forms from a conversation. Turn survey results into answers without exporting a spreadsheet.

In summary, the connector has the following key characteristics:

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

Tools

Tools are the operations the agent can use when you ask Sana about Google Forms. In practice, the agent may call more than one to complete a single request.

Tool

Create form

Create text question

Get form

Get form response

List form responses

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 Google Forms.

Trigger

New Form Answer

New Form Answer Update

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.

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 Google Forms in the list of available connectors

Scroll to the Available connectors section and locate Google Forms.

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 Google Forms 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 Google Forms and approve the requested scopes

You'll be redirected to Google Forms 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 Google Forms account. Click Continue to complete the setup and start using the connector.

Known limitations

Finding forms: Forms cannot be listed or searched. You need to give Sana the form's link or id.
Question types: Only short-answer and paragraph text questions can be added. Multiple choice, checkbox, dropdown, scale, and file upload questions are not supported.
Editing questions: Existing questions cannot be edited or removed, and only a form's title can be changed.
Deleting forms: Forms cannot be deleted.