GUIDEcx and KnowBe4 integrations and automations

Seamlessly connect GUIDEcx and KnowBe4. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

GUIDEcx
  • Webhook Real-time
    Webhook in GUID ecx

    • Any other trigger you can think up

Actions

Do this…

GUIDEcx
  • Custom action
    Custom action in GUIDEcx (Custom)
  • Add customer team member to project
    Add customer team member to project in GUID ecx
  • Add internal team member to project
    Add internal team member to project in GUID ecx
  • Create project note
    Create project note in GUID ecx
  • Create task note
    Create task note in GUID ecx
  • Set initial project custom field value
    Set initial project custom field value in GUID ecx
  • Set initial task custom field value
    Set initial task custom field value in GUID ecx
  • Assign project tag to project
    Assign project tag to project in GUID ecx
  • Assign task tag to task
    Assign task tag to task in GUID ecx
  • Create custom field
    Create custom field in GUID ecx
  • Create milestone
    Create milestone in GUID ecx
  • Create pending project
    Create pending project in GUID ecx
  • Create project
    Create project in GUID ecx
  • Create project tag
    Create project tag in GUID ecx
  • Create task
    Create task in GUID ecx
  • Create task tag
    Create task tag in GUID ecx
  • Create time record
    Create time record in GUID ecx
  • Subscribe to webhook
    Subscribe to webhook in GUID ecx
  • Delete webhook
    Delete webhook in GUID ecx
  • Get milestone by ID
    Get milestone by ID in GUID ecx
  • Get milestone CSAT responses
    Get milestone CSAT responses in GUID ecx
  • Get milestones by project
    Get milestones by project in GUID ecx
  • Get note by ID
    Get note by ID in GUID ecx
  • Get notes by project
    Get notes by project in GUID ecx
  • Get notes by task
    Get notes by task in GUID ecx
  • Get project by ID
    Get project by ID in GUID ecx
  • Get project CSAT responses
    Get project CSAT responses in GUID ecx
  • Get project properties
    Get project properties in GUID ecx
  • Get project tags
    Get project tags in GUID ecx
  • Get task by ID
    Get task by ID in GUID ecx
  • Get task groups by project
    Get task groups by project in GUID ecx
  • Get task properties
    Get task properties in GUID ecx
  • Get user
    Get user in GUID ecx
  • Get webhook
    Get webhook in GUID ecx
  • List custom fields
    List custom fields in GUID ecx
  • List time categories
    List time categories in GUID ecx
  • List time records
    List time records in GUID ecx
  • List users
    List users in GUID ecx
  • List webhooks
    List webhooks in GUID ecx
  • Remove team member from project
    Remove team member from project in GUID ecx
  • Search milestones
    Search milestones in GUID ecx
  • List projects
    List projects in GUID ecx
  • Search Projects by Customer Email
    Search Projects by Customer Email in GUID ecx
  • List tasks
    List tasks in GUID ecx
  • List templates
    List templates in GUID ecx
  • Sum Time Records
    Sum Time Records in GUID ecx
  • Update custom field
    Update custom field in GUID ecx
  • Update project
    Update project in GUID ecx
  • Update project custom field value
    Update project custom field value in GUID ecx
  • Update project properties
    Update project properties in GUID ecx
  • Update task
    Update task in GUID ecx
  • Update task custom field value
    Update task custom field value in GUID ecx
  • Update task order
    Update task order in GUID ecx
  • Update task properties
    Update task properties in GUID ecx
  • Upsert Project Custom Field Batch
    This is an advanced action which will upsert a custom field or a merge tag to a project based on the custom field name. Merge tags are being deprecated and will be replaced with custom fields. This action will handle that mapping.

    • Any other action you can think up

KnowBe4
  • Activate / Deactivate Phishing Campaign
    Activate or deactivate a KnowBe4 phishing campaign via GraphQL
  • Create Phishing Campaign
    Create a KnowBe4 phishing campaign via GraphQL
  • Create Training Campaign
    Create a KnowBe4 training campaign via GraphQL
  • Delete Phishing Campaign Run
    Delete a specific run of a KnowBe4 phishing campaign via GraphQL
  • Edit Phishing Campaign
    Edit a KnowBe4 phishing campaign via GraphQL
  • Get Enrollment
    Fetch a single enrollment from KnowBe4 by ID via GraphQL
  • Get Group
    Fetch a single group from KnowBe4 by ID via GraphQL
  • Get Phishing Campaign
    Fetch a single phishing campaign from KnowBe4 by ID via GraphQL
  • Get Phishing Campaign Run
    Fetch detailed info for a specific phishing campaign run
  • Get Training Campaign
    Fetch a single training campaign from KnowBe4 by ID for a specific user
  • Get User
    Fetch a single user from KnowBe4 by ID via GraphQL
  • Get User by Email
    Fetch details of a KnowBe4 user using their email address via GraphQL
  • Archive Groups
    Archive or unarchive one or more KnowBe4 groups via GraphQL
  • Create a Group
    Create a KnowBe4 group via GraphQL
  • Delete Groups
    Delete one or more KnowBe4 groups via GraphQL
  • List Phishing Campaign Runs
    Retrieve all phishing campaign runs for a selected campaign or all campaigns if none selected
  • List Enrollments
    Fetch all enrollments from KnowBe4 with optional training campaign and status filters
  • List Groups
    List all the groups from KnowBe4 with optional filters
  • List Phishing Campaign Recipients
    Retrieve recipients from a specific phishing campaign run
  • List Phishing Campaigns
    Retrieve phishing campaigns from KnowBe4 with optional filters
  • List Store Purchases
    Fetch all store purchases with pagination
  • List Training Campaigns
    List all the training campaigns from KnowBe4 with optional filters
  • List Users
    Fetch all users with optional filters: status, groups, type, managersOnly
  • Stop Phishing Campaign Run
    Stop a specific run of a KnowBe4 phishing campaign via GraphQL
  • List Template Topics
    Retrieve template topics with optional topic filtering. Multi-select dropdown.
  • Add User to Training Campaign
    Adds a user to a KnowBe4 training campaign via GraphQL
  • Close Training Campaign
    Close a KnowBe4 training campaign via GraphQL
  • Delete Training Campaigns
    Delete one or more KnowBe4 training campaigns via GraphQL
  • Edit Training Campaign
    Edit a KnowBe4 training campaign
  • Remove User from Training Campaign
    Remove a user from a KnowBe4 training campaign via GraphQL
  • Add Users to Groups
    Add one or more users to one or more groups
  • Archive Users
    Archive one or more users by ID
  • Create a User
    Create a KnowBe4 user via GraphQL
  • Remove Users from Group
    Remove one or more users from a selected KnowBe4 group via GraphQL
  • Edit a User
    Edit a KnowBe4 user via GraphQL
  • Unarchive Users
    Unarchive one or more archived users by ID

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

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