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 · Marketing

Connect Cloutly to Coherence.

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

Review Management Tool. 2 actions can run inside a Coherence workflow.

Start free All integrations

A Coherence record changes

Send Review Invite

TRIGGERS AND ACTIONS

Everything Cloutly can do in a workflow.

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

Actions · 2Send Review InviteCustom 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 Cloutly.

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

Act in Cloutly from a Coherence workflowUse a change in Coherence to run a supported Cloutly 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 · Send Review Invite

Connect Cloutly to the wider customer workflowCombine Cloutly with another integration and Coherence records to connect campaign activity to the records and follow-up it should influence.

Starts with · A Coherence workflow starts

Finishes with · Send Review Invite, then preserve the outcome in Coherence

SET UP

How to connect Cloutly.

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

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

ActiveCampaignMarketing · CRM9 triggers · 7 actions

BeehiivMarketing3 triggers · 6 actions

ClickFunnelsCommunication · Marketing8 triggers · 7 actions

ConvertKitMarketing12 triggers · 35 actions

DrupalProductivity · E-commerce · Marketing3 triggers · 6 actions

EmailOctopusMarketing5 triggers · 8 actions

QUESTIONS

Cloutly integration questions.

What can I automate with the Cloutly integration?

Cloutly currently provides 2 actions a workflow can run. Use those building blocks to connect campaign activity to the records and follow-up it should influence.

How many Cloutly triggers and actions are available?

Cloutly currently lists 0 triggers and 2 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 Cloutly connect to other apps through Coherence?

Yes. A workflow can combine supported Cloutly 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 Cloutly?

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 Cloutly?

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