Coherence is an agentic customer operations platform that connects CRM data, email, campaigns, websites, workflows, and AI agents in one shared context. It is operated by Brightyard, Inc.

How is Coherence different from a traditional CRM?

CRM is Coherence's shared data foundation, not the product boundary. Coherence connects flexible XRM-style records to email, campaigns, websites, workflows, and agents so teams can run the customer lifecycle from one context.

Does Coherence have an API and MCP server for agents?

Yes. Coherence publishes an OpenAPI 3.1 spec at https://getcoherence.io/openapi.json and ships an official MCP server (@coherenceos/mcp-server) so AI agents can read and write workspace data and delegate tasks to the Nash agent.

How much does Coherence cost?

Coherence has a free tier (no credit card required), plus Starter at $12, Pro at $29, and Team at $79 per user per month.

Integrations · CRM

Connect Attio to Coherence.

Name: Coherence
Brand: Coherence
Rating: 4.8 (50 reviews)

Modern, collaborative CRM platform built to be fully customizable and real-time. 5 triggers can start a workflow, and 14 actions can run inside one.

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Record CreatedCreate a Coherence record

A Coherence record changes

Create Record

Record UpdatedUpdate a Coherence record

A Coherence workflow runs

Update Record

TRIGGERS AND ACTIONS

Everything Attio can do in a workflow.

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

Triggers · 5Record CreatedRecord UpdatedList Entry CreatedList Entry UpdatedCall Recording Created

Actions · 14Create RecordUpdate RecordFind RecordCreate List EntryUpdate List EntryFind List EntryCreate NoteGet Call TranscriptCreate TaskList TasksGet TaskDelete TaskUpdate TaskCustom API CallCustom API Call: Make a custom API call to a specific endpoint.

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Attio.

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

Bring Attio activity into CoherenceStart from a supported Attio event, then create or update the appropriate CRM, project, or custom record with the source context preserved.

Starts with · Record Created
or Record UpdatedFinishes with · Create or update a Coherence record

Act in Attio from a Coherence workflowUse a change in Coherence to run a supported Attio 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 Record
or Update Record

Connect Attio to the wider customer workflowCombine Attio with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.

Starts with · Record Created
or Record Updated

Finishes with · Create Record, then preserve the outcome in Coherence
or Update Record

SET UP

How to connect Attio.

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

1Connect the accountAuthorize the Attio 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.

Apps for the same workflow.

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

ActiveCampaignMarketing · CRM9 triggers · 7 actions

Acuity SchedulingProductivity · CRM2 triggers · 8 actions

Bigin by Zoho CRMCRM9 triggers · 16 actions

CopperCRM · Productivity11 triggers · 20 actions

Famulor AI - Voice AgentCRM4 triggers · 25 actions

FolkCRM8 triggers · 8 actions

QUESTIONS

Attio integration questions.

What can I automate with the Attio integration?

Attio currently provides 5 triggers that can start a workflow and 14 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.

How many Attio triggers and actions are available?

Attio currently lists 5 triggers and 14 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 Attio connect to other apps through Coherence?

Yes. A workflow can combine supported Attio 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 Attio?

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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