KnowBe4 and QuickBooks Online integrations and automations

Seamlessly connect KnowBe4 and QuickBooks Online. 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…

QuickBooks Online
  • Deleted bill
    Deleted bill in QuickBooks
  • Deleted item
    Deleted item in QuickBooks
  • New account
    New account in QuickBooks
  • New bank deposit
    New deposit in QuickBooks
  • New bill
    New bill in QuickBooks
  • New bill payment
    New bill payment in QuickBooks
  • New credit notes
    New credit memo in QuickBooks
  • New customer
    New customer in QuickBooks
  • New employee
    New employee in QuickBooks
  • New estimate
    New estimate in QuickBooks
  • New invoice
    New invoice in QuickBooks
  • New item
    New item in QuickBooks
  • New payment
    New payment in QuickBooks
  • New purchase
    New purchase in QuickBooks
  • New sales receipt
    New sales receipt in QuickBooks
  • New/updated account
    New or updated account in QuickBooks
  • New/updated bill
    New or updated bill in QuickBooks
  • New/updated tax code
    New or updated tax code in QuickBooks
  • New/updated tax rate
    New or updated tax rate in QuickBooks
  • New vendor
    New vendor in QuickBooks
  • Updated bill
    Updated bill in QuickBooks
  • Updated credit notes
    Updated credit memo in QuickBooks
  • Updated customer
    Updated customer in QuickBooks
  • Updated employee
    Updated employee in QuickBooks
  • Updated estimate
    Updated estimate in QuickBooks
  • Updated invoice
    Updated invoice in QuickBooks
  • Updated item
    Updated item in QuickBooks
  • Updated purchase
    Updated purchase in QuickBooks
  • Updated vendor
    Updated vendor in QuickBooks

    • Any other trigger you can think up

Actions

Do this…

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

QuickBooks Online
  • Custom action
    Custom action in QuickBooks Online (Custom)
  • Add line to credit memo
    Add line item to credit memo in QuickBooks
  • Add line to estimate
    Add line item to estimate in QuickBooks
  • Add line to invoice
    Add line item to invoice in QuickBooks
  • Add line to sales receipt
    Add line item to sales receipt in QuickBooks
  • Create G/L account
    Create G/L account in QuickBooks
  • Create bill payment
    Create bill payment with a multi linked transaction in QuickBooks
  • Create bill
    Create bill with a multi line item in QuickBooks
  • Create check / cheque
    Create check / cheque with a multi line item in QuickBooks
  • Create class
    Create class in QuickBooks
  • Create credit card credit
    Create credit card credit with a multi line item in QuickBooks
  • Create credit memo
    Create credit memo with a multi line item in QuickBooks
  • Create customer
    Create customer in QuickBooks
  • Create bank deposit
    Create bank deposit with a multi linked transaction in QuickBooks
  • Create employee
    Create employee in QuickBooks
  • Create estimate
    Create estimate with a multi line item in QuickBooks
  • Create expense
    Create expense with a multi line item in QuickBooks
  • Create invoice
    Create invoice with a multi line item in QuickBooks
  • Create item (product or service)
    Create item in QuickBooks
  • Create journal entry
    Create journal entry in QuickBooks
  • Create journal entry with line items
    Create journal entry with line items in QuickBooks
  • Create payment
    Create payment with a multi linked transaction in QuickBooks
  • Create purchase order
    Create purchase order with a multi line item in QuickBooks
  • Create refund receipt
    Create refund receipt with a multi line item in QuickBooks
  • Create sales receipt
    Create sales receipt with a multi line item in QuickBooks
  • Create timesheet with 1 line item
    Create timesheet with a single line item in QuickBooks
  • Create transfer
    Create transfer with a multi linked transaction in QuickBooks
  • Create vendor
    Create vendor in QuickBooks
  • Create vendor / supplier credit
    Create vendor / supplier credit with a multi line item in QuickBooks
  • Get attachments Batch
    Get attachments from QuickBooks
  • Get customer sales reports
    Get customer sales reports from QuickBooks
  • Get estimate details
    Get estimate details in QuickBooks
  • Get exchange rate
    Get exchange rate details from QuickBooks
  • Get invoice details
    Get invoice details from QuickBooks
  • Get item (product or service) details
    Get item in QuickBooks
  • Get profit and loss
    Get profit and loss in QuickBooks
  • Get sales receipt details
    Get sales receipt details by ID from QuickBooks
  • Get timesheet details
    Get timesheet details in QuickBooks
  • Search G/L accounts Batch
    Search G/L accounts in QuickBooks
  • Get customer details
    Get customer details by ID in QuickBooks
  • Search employees Batch
    Search employees in QuickBooks
  • Get employee details
    Get employee details in QuickBooks
  • Get payment method details
    Get payment method details in QuickBooks
  • Get sales term details
    Get sales term details in QuickBooks
  • Get vendor details
    Get vendor details in QuickBooks
  • Search vendor bills Batch
    Search vendor bills in QuickBooks
  • Search budgets Batch
    Search budgets in QuickBooks
  • Search checks Batch
    Search checks in QuickBooks
  • Search classes Batch
    Search classes in QuickBooks
  • Search customers Batch
    Search customers in QuickBooks
  • Search departments Batch
    Search departments in QuickBooks
  • Search bank deposits Batch
    Search bank deposits in QuickBooks
  • Search estimates Batch
    Search estimates in QuickBooks
  • Search invoices Batch
    Search invoices in QuickBooks
  • Search items (products or services) Batch
    Search items in QuickBooks
  • Search journal entries Batch
    Search journal entries in QuickBooks
  • Search payment methods Batch
    Search payment methods in QuickBooks
  • Search purchases Batch
    Search purchases in QuickBooks
  • Search sales receipts Batch
    Search sales receipts in QuickBooks
  • Search tax codes Batch
    Search tax codes in QuickBooks
  • Search terms Batch
    Search terms in QuickBooks
  • Search timesheets Batch
    Search timesheets in QuickBooks
  • Search vendors Batch
    Search vendors in QuickBooks
  • Send invoice via email
    Send invoice through email in QuickBooks
  • Update a bill payment
    Update bill payment with a multi linked transaction in QuickBooks
  • Update bill
    Update bill with a multi line item in QuickBooks
  • Update check / cheque
    Update check / cheque with a multi line item in QuickBooks
  • Update credit card credit
    Update credit card credit with a multi line item in QuickBooks
  • Update credit memo
    Update credit memo with a multi line item in QuickBooks
  • Update customer
    Update a customer in QuickBooks
  • Update a bank deposit
    Update bank deposit with a multi linked transaction in QuickBooks
  • Update employee
    Update employee in QuickBooks
  • Update estimate
    Update estimate with a multi line item in QuickBooks
  • Update expense
    Update expense with a multi line item in QuickBooks
  • Update invoice
    Update invoice with a multi line item in QuickBooks
  • Update item (product or service)
    Update item in QuickBooks
  • Update a payment
    Update payment with a multi linked transaction in QuickBooks
  • Update purchase order
    Update purchase order with a multi line item in QuickBooks
  • Update refund receipt
    Update refund receipt with a multi line item in QuickBooks
  • Update sales receipt
    Update sales receipt with a multi line item in QuickBooks
  • Update timesheet
    Update timesheet in QuickBooks
  • Update a transfer
    Update transfer with a multi linked transaction in QuickBooks
  • Update vendor
    Update vendor in QuickBooks
  • Update vendor / supplier credit
    Update vendor / supplier credit with a multi line item in QuickBooks

    • Any other action you can think up

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