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Integrations · Other

Connect DigitalPilot to Coherence.

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

New High Intent VisitCreate a Coherence record
A Coherence record changesAdd Target Account
New Target Account VisitUpdate a Coherence record
A Coherence workflow runsRemove Target Account

TRIGGERS AND ACTIONS

Everything DigitalPilot can do in a workflow.

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

Triggers · 2New High Intent VisitNew Target Account Visit
Actions · 2Add Target AccountRemove Target Account

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with DigitalPilot.

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

Bring DigitalPilot activity into CoherenceStart from a supported DigitalPilot event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with · New High Intent Visit
or New Target Account Visit
Finishes with · Create or update a Coherence record
Act in DigitalPilot from a Coherence workflowUse a change in Coherence to run a supported DigitalPilot action, so the next step follows the record instead of relying on someone to copy it.
Starts with · A Coherence record or workflow changesFinishes with · Add Target Account
or Remove Target Account
Connect DigitalPilot to the wider customer workflowCombine DigitalPilot with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.
Starts with · New High Intent Visit
or New Target Account Visit
Finishes with · Add Target Account, then preserve the outcome in Coherence
or Remove Target Account

SET UP

How to connect DigitalPilot.

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

1Connect the accountAuthorize the DigitalPilot 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.

RELATED

Apps for the same workflow.

Apps that share a category with DigitalPilot or provide a complementary trigger or action.

QUESTIONS

DigitalPilot integration questions.

What can I automate with the DigitalPilot integration?

DigitalPilot currently provides 2 triggers that can start a workflow and 2 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 DigitalPilot triggers and actions are available?

DigitalPilot currently lists 2 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 DigitalPilot connect to other apps through Coherence?

Yes. A workflow can combine supported DigitalPilot 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 DigitalPilot?

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 DigitalPilot?

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