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 · Other

Connect Cody to Coherence.

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

. 7 actions can run inside a Coherence workflow.

Start free All integrations

A Coherence record changes

Create Document From Text

A Coherence workflow runs

Upload File to Knowledge Base

TRIGGERS AND ACTIONS

Everything Cody can do in a workflow.

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

Actions · 7Create Document From TextUpload File to Knowledge BaseSend MessageCreate ConversationFind BotFind ConversationCustom 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 Cody.

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

Act in Cody from a Coherence workflowUse a change in Coherence to run a supported Cody 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 Document From Text
or Upload File to Knowledge Base

Connect Cody to the wider customer workflowCombine Cody with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.

Starts with · A Coherence workflow starts

Finishes with · Create Document From Text, then preserve the outcome in Coherence
or Upload File to Knowledge Base

SET UP

How to connect Cody.

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

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

AMPECOOther1 trigger · 377 actions

BigCommerceOther11 triggers · 16 actions

Capsule CRMOther4 triggers · 10 actions

Checkout.comOther2 triggers · 7 actions

CircleOther2 triggers · 7 actions

ClockifyOther3 triggers · 8 actions

QUESTIONS

Cody integration questions.

What can I automate with the Cody integration?

Cody currently provides 7 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.

How many Cody triggers and actions are available?

Cody currently lists 0 triggers and 7 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 Cody connect to other apps through Coherence?

Yes. A workflow can combine supported Cody 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 Cody?

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 Cody?

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