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 forms |
List images |
List responses |
Lookup responses |
Update dropdown multiple choice ranking |
Update form title |
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:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Typeform in the list of available integrations
Scroll to the Available integrations section and locate Typeform.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: 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 5: Complete the set up
You've successfully connected your Typeform account. Click Continue to complete the setup and start using the connector.