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 · Productivity

Connect Bexio to Coherence.

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

Swiss business software for accounting, invoicing, and project management. 7 triggers can start a workflow, and 24 actions can run inside one.

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New/Updated CompanyCreate a Coherence record

A Coherence record changes

Create Manual Entry

New/Updated PersonUpdate a Coherence record

A Coherence workflow runs

Create Company

TRIGGERS AND ACTIONS

Everything Bexio can do in a workflow.

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

Triggers · 7New/Updated CompanyNew/Updated PersonNew ProductNew ProjectNew Sales-InvoiceNew OrderNew Quotes

Actions · 24Create Manual EntryCreate CompanyCreate PersonUpdate PersonUpdate CompanyFind AccountFind CompanyFind PersonFind ProductFind CountrySearch InvoiceSearch OrderSearch QuoteCreate FileCreate Sales InvoiceExport Invoice to PDFSend Sales InvoiceCreate ProductUpdate ProductCreate Sales OrderCreate ProjectCreate Sales QuoteCreate Time TrackingCustom 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 Bexio.

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

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

Starts with · New/Updated Company
or New/Updated PersonFinishes with · Create or update a Coherence record

Act in Bexio from a Coherence workflowUse a change in Coherence to run a supported Bexio 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 Manual Entry
or Create Company

Connect Bexio to the wider customer workflowCombine Bexio with another integration and Coherence records to turn activity in one tool into an owned next step in the shared workspace.

Starts with · New/Updated Company
or New/Updated Person

Finishes with · Create Manual Entry, then preserve the outcome in Coherence
or Create Company

SET UP

How to connect Bexio.

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

1Connect the accountAuthorize the Bexio 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 Bexio or provide a complementary trigger or action.

Acuity SchedulingProductivity · CRM2 triggers · 8 actions

AircallProductivity · Communication5 triggers · 8 actions AirtableProductivity2 triggers · 15 actions

AssembledProductivity3 triggers · 6 actions

BaserowProductivity3 triggers · 8 actions

CannyProductivity4 triggers · 5 actions

QUESTIONS

Bexio integration questions.

What can I automate with the Bexio integration?

Bexio currently provides 7 triggers that can start a workflow and 24 actions a workflow can run. Use those building blocks to turn activity in one tool into an owned next step in the shared workspace.

How many Bexio triggers and actions are available?

Bexio currently lists 7 triggers and 24 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 Bexio connect to other apps through Coherence?

Yes. A workflow can combine supported Bexio 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 Bexio?

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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