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 customer.io to Coherence.

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

Create personalized journeys across all channels with our customer engagement platform. 3 actions can run inside a Coherence workflow.

Start free All integrations

A Coherence record changes

Create Event

A Coherence workflow runs

Track Custom API Call

TRIGGERS AND ACTIONS

Everything customer.io can do in a workflow.

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

Actions · 3Create EventTrack Custom API CallApp Custom API Call

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with customer.io.

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

Act in customer.io from a Coherence workflowUse a change in Coherence to run a supported customer.io 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 Event
or Track Custom API Call

Connect customer.io to the wider customer workflowCombine customer.io 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 · Create Event, then preserve the outcome in Coherence
or Track Custom API Call

SET UP

How to connect customer.io.

The exact authentication fields depend on customer.io. The workflow structure stays straightforward.

1Connect the accountAuthorize the customer.io 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 customer.io 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

customer.io integration questions.

What can I automate with the customer.io integration?

customer.io currently provides 3 actions a workflow can run. Use those building blocks to connect campaign activity to the records and follow-up it should influence.

How many customer.io triggers and actions are available?

customer.io currently lists 0 triggers and 3 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 customer.io connect to other apps through Coherence?

Yes. A workflow can combine supported customer.io 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 customer.io?

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 customer.io?

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Free plan · No credit card