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 Carbone to Coherence.

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

Generate documents (PDF, DOCX, XLSX, ODS, and more) from templates and JSON data using the Carbone report generator. 8 actions can run inside a Coherence workflow.

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A Coherence record changes

Render Document

A Coherence workflow runs

Upload Template

TRIGGERS AND ACTIONS

Everything Carbone can do in a workflow.

Actions are the steps a workflow can run in Carbone. Start the workflow from a Coherence record or another app.

Actions · 8Render DocumentUpload TemplateDelete TemplateUpdate Template MetadataList TemplatesList CategoriesList TagsCustom 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 Carbone.

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

Act in Carbone from a Coherence workflowUse a change in Coherence to run a supported Carbone 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 · Render Document
or Upload Template

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

Starts with · A Coherence workflow starts

Finishes with · Render Document, then preserve the outcome in Coherence
or Upload Template

SET UP

How to connect Carbone.

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

1Connect the accountAuthorize the Carbone 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 Carbone 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

BexioProductivity7 triggers · 24 actions

QUESTIONS

Carbone integration questions.

What can I automate with the Carbone integration?

Carbone currently provides 8 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 Carbone triggers and actions are available?

Carbone currently lists 0 triggers and 8 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 Carbone connect to other apps through Coherence?

Yes. A workflow can combine supported Carbone 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 Carbone?

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 Carbone?

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Free plan · No credit card