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Connect AgentX to Coherence.

. 2 triggers can start a workflow, and 5 actions can run inside one.

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New AgentCreate a Coherence record
A Coherence record changesCreate Conversation With Single Agent
New ConversationUpdate a Coherence record
A Coherence workflow runsSend Message to Existing Conversation

TRIGGERS AND ACTIONS

Everything AgentX can do in a workflow.

Triggers start a workflow when something happens in AgentX. Actions are the steps a workflow can run there.

Triggers · 2New AgentNew Conversation
Actions · 5Create Conversation With Single AgentSend Message to Existing ConversationFind MessageSearch AgentsFind Conversation

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with AgentX.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Bring AgentX activity into CoherenceStart from a supported AgentX event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with · New Agent
or New ConversationFinishes with · Create or update a Coherence record
Act in AgentX from a Coherence workflowUse a change in Coherence to run a supported AgentX action, so the next step follows the record instead of relying on someone to copy it.
Starts with · A Coherence record or workflow changesFinishes with · Create Conversation With Single Agent
or Send Message to Existing Conversation
Connect AgentX to the wider customer workflowCombine AgentX with another integration and Coherence records to connect product and engineering activity to the customers and work it affects.
Starts with · New Agent
or New ConversationFinishes with · Create Conversation With Single Agent, then preserve the outcome in Coherence
or Send Message to Existing Conversation

SET UP

How to connect AgentX.

The exact authentication fields depend on AgentX. The workflow structure stays straightforward.

1Connect the accountAuthorize the AgentX account and permissions the workflow needs.
2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.
3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

RELATED

Apps for the same workflow.

Apps that share a category with AgentX or provide a complementary trigger or action.

QUESTIONS

AgentX integration questions.

What can I automate with the AgentX integration?

AgentX currently provides 2 triggers that can start a workflow and 5 actions a workflow can run. Use those building blocks to connect product and engineering activity to the customers and work it affects.

How many AgentX triggers and actions are available?

AgentX currently lists 2 triggers and 5 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can AgentX connect to other apps through Coherence?

Yes. A workflow can combine supported AgentX triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect AgentX?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

Ready to connect AgentX?

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