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 · Developer Tools

Connect Doctly AI to Coherence.

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

. 2 actions can run inside a Coherence workflow.

Start free All integrations

A Coherence record changes

Convert PDF to Text

TRIGGERS AND ACTIONS

Everything Doctly AI can do in a workflow.

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

Actions · 2Convert PDF to TextCustom 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 Doctly AI.

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

Act in Doctly AI from a Coherence workflowUse a change in Coherence to run a supported Doctly AI 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 · Convert PDF to Text

Connect Doctly AI to the wider customer workflowCombine Doctly AI with another integration and Coherence records to connect product and engineering activity to the customers and work it affects.

Starts with · A Coherence workflow starts

Finishes with · Convert PDF to Text, then preserve the outcome in Coherence

SET UP

How to connect Doctly AI.

The exact authentication fields depend on Doctly AI. The workflow structure stays straightforward.

1Connect the accountAuthorize the Doctly AI 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 Doctly AI or provide a complementary trigger or action.

CloudConvertDeveloper Tools · Productivity3 triggers · 7 actions

CursorDeveloper Tools5 triggers · 4 actions

CustomGPTDeveloper Tools1 trigger · 8 actions

GitHubDeveloper Tools14 triggers · 18 actions

GreipDeveloper Tools5 triggers · 6 actions

Griptape CloudDeveloper Tools4 triggers · 5 actions

QUESTIONS

Doctly AI integration questions.

What can I automate with the Doctly AI integration?

Doctly AI currently provides 2 actions a workflow can run. Use those building blocks to connect product and engineering activity to the customers and work it affects.

How many Doctly AI triggers and actions are available?

Doctly AI currently lists 0 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 Doctly AI connect to other apps through Coherence?

Yes. A workflow can combine supported Doctly AI 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 Doctly AI?

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 Doctly AI?

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Free plan · No credit card