Bring AgentX activity into Coherence
Start 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
Finishes with
Create or update a Coherence record
AgentX
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.
Developer Tools2 triggers5 actions
Triggers
(2)New Agent
Triggers when a new AgentX agent is created.
New Conversation
Triggers when a new conversation begins with a specific Agent. Only detects conversations created after the trigger is enabled.
Actions
(5)Create Conversation With Single Agent
Create a new conversation with a specific Agent by ID.
Send Message to Existing Conversation
Send a message to an existing conversation with an agent.
Find Message
Searches for a specific message by ID (or searches text within messages) inside a conversation.
Search Agents
Find agents by name or ID using search filters.
Find Conversation
Looks up an existing conversation by Agent ID (optionally by conversation ID or Name).
What can you automate with AgentX and Coherence?
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Act in AgentX from a Coherence workflow
Use 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 changes
Finishes with
Create Conversation With Single Agent
Connect AgentX to the wider customer workflow
Combine AgentX with another integration and Coherence records to connect product and engineering activity to the customers and work it affects.
Starts with
New Agent
Finishes with
Create Conversation With Single Agent, then preserve the outcome in Coherence
How to connect AgentX
The exact authentication fields depend on AgentX. The workflow structure stays straightforward:
1
Connect the account
Authorize the AgentX account and permissions the workflow needs.
2
Choose a supported step
Select one of the current triggers or actions listed above and map its fields.
3
Test with a real record
Run a small test, inspect the result in both systems, and only then enable the workflow.
Related integrations for the same workflow
Explore apps that share a category with AgentX or provide a complementary trigger or action.
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 in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page 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.
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