KnowBe4 Graph and Zoho CRM integrations and automations

Seamlessly connect KnowBe4 Graph and Zoho CRM. 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 CRM
  • New account
    New account in Zoho CRM
  • New call
    New call in Zoho CRM
  • New case
    New case in Zoho CRM
  • New contact
    New contact in Zoho CRM
  • New invoice
    New invoice in Zoho CRM
  • New custom object
    New custom object in Zoho CRM
  • New standard object
    New standard object in Zoho CRM
  • New deal
    New deal in Zoho CRM
  • New/updated Contacts Batch
    New or updated Contacts in Zoho CRM
  • New/updated Leads Batch
    New or updated Leads in Zoho CRM
  • New vendor
    New vendor in Zoho CRM
  • New/updated custom object
    New/updated custom object in Zoho CRM
  • New/updated standard object
    New/updated standard object in Zoho CRM
  • New or updated account
    New or updated account in Zoho CRM
  • New or updated call
    New or updated call in Zoho CRM
  • New or updated case
    New or updated case in Zoho CRM
  • New or updated contact
    New or updated contact in Zoho CRM
  • New or updated lead
    New or updated lead in Zoho CRM
  • New or updated deal
    New or updated deal in Zoho CRM

    • 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 CRM
  • Custom action
    Custom action in Zoho CRM (Custom)
  • Relate a member to campaign
    Relate a member to campaign in Zoho CRM
  • Batch create custom objects Batch
    Batch create custom objects in Zoho CRM
  • Batch create standard objects Batch
    Batch create standard objects in Zoho CRM
  • Batch update custom objects Batch
    Batch update custom objects in Zoho CRM
  • Batch update standard objects Batch
    Batch update standard objects in Zoho CRM
  • Batch upsert custom objects Batch
    Batch upsert custom objects in Zoho CRM
  • Batch upsert standard objects Batch
    Batch upsert standard objects in Zoho CRM
  • Bulk create custom objects
    Bulk create custom objects in Zoho CRM
  • Bulk create standard objects
    Bulk create standard objects in Zoho CRM
  • Bulk update custom objects
    Bulk update custom objects in Zoho CRM
  • Bulk update standard objects
    Bulk update standard objects in Zoho CRM
  • Bulk upsert custom objects
    Bulk upsert custom objects in Zoho CRM
  • Bulk upsert standard objects
    Bulk upsert standard objects in Zoho CRM
  • Search records using COQL query
    Search records using COQL query in Zoho CRM
  • Create account
    Create account in Zoho CRM
  • Create campaign
    Create campaign in Zoho CRM
  • Create contact
    Create contact in Zoho CRM
  • Create invoice
    Create invoice in Zoho CRM
  • Create lead
    Create lead in Zoho CRM
  • Create deal
    Create deal in Zoho CRM
  • Create vendor
    Create vendor in Zoho CRM
  • Delete custom object
    Delete custom object in Zoho CRM
  • Delete standard object
    Delete standard object in Zoho CRM
  • Get lead by ID
    Get lead by ID in Zoho CRM
  • Get object by ID
    Get object by ID in Zoho CRM
  • Search accounts Batch
    Search accounts in Zoho CRM
  • Search campaigns Batch
    Search campaigns in Zoho CRM
  • Search contacts Batch
    Search contacts in Zoho CRM
  • Search invoice
    Search invoice in Zoho CRM
  • Search leads Batch
    Search leads in Zoho CRM
  • Search custom objects
    Search custom objects in Zoho CRM
  • Search standard objects
    Search standard objects in Zoho CRM
  • Search deals Batch
    Search deals in Zoho CRM
  • Search products Batch
    Search products in Zoho CRM
  • Search vendors Batch
    Search vendors in Zoho CRM
  • Update account
    Update account in Zoho CRM
  • Update campaign
    Update campaign in Zoho CRM
  • Update contact
    Update contact in Zoho CRM
  • Update invoice
    Update invoice in Zoho CRM
  • Update lead
    Update lead in Zoho CRM
  • Update deal
    Update deal in Zoho CRM
  • Update vendor
    Update vendor in Zoho CRM
  • Upsert custom object
    Upsert custom object in Zoho CRM
  • Upsert standard object
    Upsert standard object in Zoho CRM

    • Any other action you can think up

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