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 ClickUp to Coherence.

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

All-in-one productivity platform. 30 triggers can start a workflow, and 31 actions can run inside one.

Start free All integrations

Task CreatedCreate a Coherence record

A Coherence record changesCreate Task

Task UpdatedUpdate a Coherence record

A Coherence workflow runsCreate Task From Template

TRIGGERS AND ACTIONS

Everything ClickUp can do in a workflow.

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

Triggers · 30Task CreatedTask UpdatedTask DeletedTask Priority UpdatedTask Status UpdatedTask Assignee UpdatedTask Due Date UpdatedTask Tag UpdatedTask MovedTask Comment PostedTask Comment UpdatedTask Time Estimate UpdatedTask Time Tracked UpdatedList CreatedList UpdatedList DeletedFolder CreatedFolder UpdatedFolder DeletedSpace CreatedSpace UpdatedSpace DeletedAutomation CreatedGoal CreatedGoal UpdatedGoal DeletedKey Result CreatedKey Result UpdatedKey Result DeletedTask Tag Updated

Actions · 31Create TaskCreate Task From TemplateCreate Folderless ListCreate Task CommentCreate SubtaskCreate ChannelCreate Channel in Space/Folder/ListCreate MessageCreate Message ReactionCreate Message ReplyGet ListGet TaskGet Task by NameGet SpaceGet SpacesGet Task CommentsGet ChannelGet ChannelsGet Channel MessagesGet Message ReactionsGet Message RepliesList Team TasksList Time EntriesUpdate TaskUpdate MessageDelete MessageDelete Message ReactionDelete TaskGet Accessible Custom FieldsSet Custom Field ValueCustom 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 ClickUp.

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

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

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

Act in ClickUp from a Coherence workflowUse a change in Coherence to run a supported ClickUp action, so the next step follows the record instead of relying on someone to copy it.

Starts with · A Coherence record or workflow changesFinishes with · Create Task
or Create Task From Template

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

Starts with · Task Created
or Task UpdatedFinishes with · Create Task, then preserve the outcome in Coherence
or Create Task From Template

SET UP

How to connect ClickUp.

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

1Connect the accountAuthorize the ClickUp 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 ClickUp 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

ClickUp integration questions.

What can I automate with the ClickUp integration?

ClickUp currently provides 30 triggers that can start a workflow and 31 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 ClickUp triggers and actions are available?

ClickUp currently lists 30 triggers and 31 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 ClickUp connect to other apps through Coherence?

Yes. A workflow can combine supported ClickUp 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 ClickUp?

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 ClickUp?

Start free

Free plan · No credit card