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 · Marketing

Connect Cognito Forms to Coherence.

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

. 2 triggers can start a workflow, and 5 actions can run inside one.

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New EntryCreate a Coherence record

A Coherence record changes

Create Entry

Entry UpdatedUpdate a Coherence record

A Coherence workflow runs

Update Entry

TRIGGERS AND ACTIONS

Everything Cognito Forms can do in a workflow.

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

Triggers · 2New EntryEntry Updated

Actions · 5Create EntryUpdate EntryDelete EntryGet EntryCustom 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 Cognito Forms.

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

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

Starts with · New Entry
or Entry UpdatedFinishes with · Create or update a Coherence record

Act in Cognito Forms from a Coherence workflowUse a change in Coherence to run a supported Cognito Forms 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 Entry
or Update Entry

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

Starts with · New Entry
or Entry Updated

Finishes with · Create Entry, then preserve the outcome in Coherence
or Update Entry

SET UP

How to connect Cognito Forms.

The exact authentication fields depend on Cognito Forms. The workflow structure stays straightforward.

1Connect the accountAuthorize the Cognito Forms 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 Cognito Forms or provide a complementary trigger or action.

DrupalProductivity · E-commerce · Marketing3 triggers · 6 actions

SurveyTaleProductivity · Marketing3 triggers · 1 action

PredictLeadsProductivity · CRM · Marketing0 triggers · 12 actions

PlacidProductivity · Marketing0 triggers · 8 actions

Fathom AnalyticsMarketing · Productivity0 triggers · 6 actions

DittofeedMarketing · Productivity0 triggers · 3 actions

QUESTIONS

Cognito Forms integration questions.

What can I automate with the Cognito Forms integration?

Cognito Forms currently provides 2 triggers that can start a workflow and 5 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 Cognito Forms triggers and actions are available?

Cognito Forms currently lists 2 triggers and 5 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 Cognito Forms connect to other apps through Coherence?

Yes. A workflow can combine supported Cognito Forms 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 Cognito Forms?

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.

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