What do you want to automate
with KnowBe4 and Salesforce?
Prompt, edit and deploy AI agents that connect to KnowBe4, Salesforce and 3,000+ other apps in seconds.
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Popular KnowBe4 and Salesforce Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when an email template is updated. See the documentation
Emit new event when a knowledge article is updated. See the documentation
Emit new event when a case is created. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
Popular KnowBe4 and Salesforce Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Converts a SOAP XML Object received from Salesforce to JSON
Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation
Overview of KnowBe4#
The KnowBe4 API offers a platform for automating and managing the various aspects of a security awareness training program. By tapping into KnowBe4's API on Pipedream, you can streamline user management, phishing simulations, and training campaigns, integrating these into broader IT processes or alerting systems. Tailoring automations can lead to improved response times, comprehensive reporting, and enhanced overall security education within an organization.
Connect KnowBe4#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
knowbe4: {
type: "app",
app: "knowbe4",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.knowbe4.$auth.server_location}.api.knowbe4.com/v1/account`,
headers: {
Authorization: `Bearer ${this.knowbe4.$auth.api_key}`,
},
})
},
})
Overview of Salesforce#
The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.
Connect Salesforce#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesforce_rest_api: {
type: "app",
app: "salesforce_rest_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
headers: {
Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
},
})
},
})
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