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 · E-commerce · Finance

Connect ChargeKeep to Coherence.

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

Easy-to-use recurring and one-time payments software for Stripe & PayPal. 3 triggers can start a workflow, and 6 actions can run inside one.

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New LeadCreate a Coherence record

A Coherence record changes

Add or Update Contact

New PaymentUpdate a Coherence record

A Coherence workflow runs

Add or Update Contact (Extended)

TRIGGERS AND ACTIONS

Everything ChargeKeep can do in a workflow.

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

Triggers · 3New LeadNew PaymentNew Subscription

Actions · 6Add or Update ContactAdd or Update Contact (Extended)Add or Update SubscriptionCreate InvoiceCreate ProductGet Contact Details

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with ChargeKeep.

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

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

Starts with · New Lead
or New PaymentFinishes with · Create or update a Coherence record

Act in ChargeKeep from a Coherence workflowUse a change in Coherence to run a supported ChargeKeep 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 · Add or Update Contact
or Add or Update Contact (Extended)

Connect ChargeKeep to the wider customer workflowCombine ChargeKeep with another integration and Coherence records to connect customer and order activity to the relationship record behind it.

Starts with · New Lead
or New Payment

Finishes with · Add or Update Contact, then preserve the outcome in Coherence
or Add or Update Contact (Extended)

SET UP

How to connect ChargeKeep.

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

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

PaddleE-commerce · Finance5 triggers · 6 actions

SperseE-commerce · Finance3 triggers · 6 actions StripeE-commerce · Finance13 triggers · 19 actions

RecurlyE-commerce · Finance0 triggers · 5 actions

AskNewsE-commerce1 trigger · 8 actions

ChargebeeFinance8 triggers · 5 actions

QUESTIONS

ChargeKeep integration questions.

What can I automate with the ChargeKeep integration?

ChargeKeep currently provides 3 triggers that can start a workflow and 6 actions a workflow can run. Use those building blocks to connect customer and order activity to the relationship record behind it.

How many ChargeKeep triggers and actions are available?

ChargeKeep currently lists 3 triggers and 6 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 ChargeKeep connect to other apps through Coherence?

Yes. A workflow can combine supported ChargeKeep 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 ChargeKeep?

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 ChargeKeep?

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