CloudBlue Subscription Management and KnowBe4 Graph integrations and automations

Seamlessly connect CloudBlue Subscription Management and KnowBe4 Graph. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

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Build Powerful Workflows, fast

Triggers

When this happens…

CloudBlue Subscription Management
  • New Conversation is Started
    This trigger is activated once a new conversation is started on the Connect platform
  • Get Conversation Messages
    This action allows locating specific conversation messages on the Connect platform
  • New Case is Created
    This trigger is activated once a new case is created on the Connect platform.
  • New Case Comment
    This action allows creating a new helpdesk case comment on the CloudBlue Connect platform.
  • New/Updated Asset Request is Available
    This trigger activates once a new or updated subscription request is available for your specified Connect account.
  • New Recurring Asset is Created
    This trigger is activated once a recurring subscription is created on the Connect platform.
  • New Usage File is Available
    This trigger activates once a new usage file is available for your specified Connect account.

    • Any other trigger you can think up

Actions

Do this…

CloudBlue Subscription Management
  • Accept a Tier Account Request
    Vendors can use this action to accept a tier account request in the pending state.
  • Add a Conversation Message
    This actions allows adding messages to existing conversations. Such messages can provide your business partners with valuable information (e.g., reasons why a request is not approved).
  • Approve a Tier Configuration Request
    Vendors can use this action to approve a tier configuration requests in the pending state.
  • Approve an Asset Request
    Vendors can use this action to approve a particular fulfillment request in the pending state.
  • Create a Cancel Asset Request
    Distributors can use this action to create a cancel fulfillment request and consequently to cancel a subscription on Connect.
  • Create Asset Change Request
    Distributors can use this action to create a new change subscription request. The asset identifier can be passed from previous datapills.
  • Create a Purchase Request
    Distributors can use this action to create a purchase subscription request. This action has line items support to add multiple items or set multiple parameters (order type).
  • Create a Suspend/Resume Asset Request
    Distributors can use this action to create a suspend or resume fulfillment request and subsequently suspend or resume required subscription. Note that the asset identifier can be passed from previous datapills.
  • Change a Helpdesk Case State
    Allows assignging pending, resolved, or inquiring status to a helpdesk case on the CloudBlue Connect. Note that the case identifier can be passed from previous datapills.
  • Change a Listing Request State
    Use this action to change the status of your listing requests and consequently to complete this request.
  • Create a Billing Request
    This action allows creating a new billing request object on the Connect platform.
  • Helpdesk Case Creation
    Use this action to create a new helpdesk case on the Connect platform. Your case may (or may not) be related to a particular Product.
  • Create a Helpdesk Comment
    Allows creating a comment within your selected Helpdesk Case.
  • Custom action
    Custom action in CloudBlue Connect
  • Populate Asset Request Parameters
    Vendors can use this action to provide values for fulfillment parameters for subscription requests in the pending state. Furthermore, by using line items support, it is possible to populate such parameters dynamically.
  • Get Usage Records
    Use this action to locate required usage record objects on the Connect platform.
  • Ignore a Tier Account Request
    Vendors can use this action to ignore a tier account request in the pending state.
  • Set the Inquire status to an Asset Request
    Vendors can use this action to moves the request to the inquire state, allowing technical contact to populate parameters marked as error.
  • Reject an Asset Request
    This action allows rejecting a particular subscription request.
  • Reject a Tier Configuration Request
    Vendors can use this action to reject a tier configuration request.
  • Locate Helpdesk Cases
    This action allows locating specific Helpdek cases on the Connect platform
  • Locate Assets
    Use this action to locate specific subscription objects on CloudBlue Connect
  • Locate Billing Requests
    Use this action to locate specific Billing Requests on the Connect platform.
  • Get Messages by Conversation ID
    Get a list of all available messages for a given conversation on the Connect platform.
  • Locate Conversations
    This action allows locating specific conversation objects on the Connect platform
  • Locate Listing Request
    Allows locating specific listing requests on the Connect platform.
  • Locate Product Items
    Allows locating specific product items on the Connect platform.
  • Locate Product Parameters
    Use this action to locate specific Parameters for a particular Product on the Connect platform.
  • Locate Products
    Use this action to locate specific products on the Connect platform
  • Locate Asset Requests
    Use this action to locate specific Fulfillment Requests on the Connect platform.
  • Locate Tier Account Requests
    Use this action to locate particular Tier Account Requests on CloudBlue Connect.
  • Locate Tier Accounts
    Use this action to find specific Tier Accounts on the Connect platform.
  • Locate Tier Configuration Requests
    Use this action to locate particular Tier Configuration Requests on CloudBlue Connect.
  • Create a Tier Account Request
    Distributors can create a new Tier Account Request and consequently provide Vendors with required data changes.
  • Update a Helpdesk Case
    Allows updating cases within the Helpdesk module on the Connect platform.
  • Create an Update Tier Config Request
    Distributors can create an Update Tier Config Requests for existing Tier Configs, it is required to specify a Tier Config ID and parameters that should be updated (order type).

    • Any other action you can think up

KnowBe4 Graph
  • 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

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