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 · CRM · Productivity

Connect Copper to Coherence.

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

. 11 triggers can start a workflow, and 20 actions can run inside one.

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New ActivityCreate a Coherence record

A Coherence record changes

Create Person

New PersonUpdate a Coherence record

A Coherence workflow runs

Update Person

TRIGGERS AND ACTIONS

Everything Copper can do in a workflow.

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

Triggers · 11New ActivityNew PersonNew LeadNew TaskUpdated LeadUpdated TaskUpdated OpportunityUpdated Opportunity StageUpdated Opportunity StatusUpdated ProjectUpdated Lead Status

Actions · 20Create PersonUpdate PersonCreate LeadUpdate LeadConvert LeadCreate CompanyUpdate CompanyCreate OpportunityUpdate OpportunityCreate ProjectUpdate ProjectCreate TaskCreate ActivitySearch for an ActivitySearch for a PersonSearch for a LeadSearch for a CompanySearch for an OpportunitySearch for a ProjectCustom 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 Copper.

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

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

Starts with · New Activity
or New PersonFinishes with · Create or update a Coherence record

Act in Copper from a Coherence workflowUse a change in Coherence to run a supported Copper 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 Person
or Update Person

Connect Copper to the wider customer workflowCombine Copper with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.

Starts with · New Activity
or New Person

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

SET UP

How to connect Copper.

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

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

Acuity SchedulingProductivity · CRM2 triggers · 8 actions

QwilrCRM · Productivity7 triggers · 2 actions

TeamleaderCRM · Productivity5 triggers · 13 actions

WedofCRM · Productivity28 triggers · 45 actions

PredictLeadsProductivity · CRM · Marketing0 triggers · 12 actions

VillageProductivity · CRM0 triggers · 10 actions

QUESTIONS

Copper integration questions.

What can I automate with the Copper integration?

Copper currently provides 11 triggers that can start a workflow and 20 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.

How many Copper triggers and actions are available?

Copper currently lists 11 triggers and 20 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 Copper connect to other apps through Coherence?

Yes. A workflow can combine supported Copper 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 Copper?

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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