KnowBe4 Graph and Zoho Books integrations and automations

Seamlessly connect KnowBe4 Graph and Zoho Books. 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

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Zoho Books
  • New Customer Real-time
    New customer in Zoho Books
  • New Estimate Real-time
    New estimate in Zoho Books
  • New Expense Real-time
    New expense in Zoho Books
  • New Invoice Real-time
    New invoice in Zoho Books
  • New Item Real-time
    New item in Zoho Books
  • New Salesorder Real-time
    New salesorder in Zoho Books
  • New Vendor Real-time
    New vendor in Zoho Books

    • Any other trigger you can think up

Actions

Do this…

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

Zoho Books
  • Create Customer
    Creates a new customer in Zoho Books..
  • Create Estimate
    Creates a new estimate in Zoho Books..
  • Create Expense
    Creates a new expense in Zoho Books..
  • Create Invoice
    Creates a new invoice in Zoho Books..
  • Create Item
    Creates a new item in Zoho Books.
  • Create Salesorder
    Creates a new salesorder in Zoho Books..
  • Create Vendor
    Creates a new vendor in Zoho Books..
  • Delete Customer
    Delete the customer by ID.
  • Delete Estimate
    Delete the estimate by estimate ID.
  • Delete Expense
    Delete the expense by expense ID.
  • Delete Invoice
    Delete the invoice by ID.
  • Delete Item
    Delete the item by item ID.
  • Delete Sales Order
    Delete the sales order by ID.
  • Delete Vendor
    Delete the vendor by ID.
  • Get Customer
    Fetches the details of customer by ID.
  • Get Estimate
    Fetches the details of estimate by estimate ID.
  • Get Expense
    Fetches the details of expense by expense ID.
  • Get Invoice
    Fetches the details of invoice by ID.
  • Get Item
    Fetches the details of item by item ID.
  • Get Sales Order
    Fetches the details of sales order by ID.
  • Get Vendor
    Fetches the details of vendor by ID.
  • List Customers
    Fetches the list of customers in the specified organization.
  • List Estimates
    Fetches the list of estimates in the specified organization.
  • List Expenses
    Fetches the list of expenses in the specified organization.
  • List Invoices
    Fetches the list of invoices in the specified organization.
  • List Items
    Fetches the list of items in the specified organization.
  • List Organizations
    Fetches the list of organizations associated with the Zoho Books account.
  • List Sales Orders
    Fetches the list of sales orders in the specified organization.
  • List vendors
    Fetches the list of vendors in the specified organization.
  • Update Customer
    Updates the customer in Zoho Books..
  • Update Estimate
    Updates the estimate in Zoho Books..
  • Update Expense
    Updates the expense in Zoho Books..
  • Update Invoice
    Updates the invoice in Zoho Books..
  • Update Item
    Updates the item in Zoho Books.
  • Update Salesorder
    Updates the salesorder in Zoho Books..
  • Update Vendor
    Updates the vendor in Zoho Books..

    • Any other action you can think up

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