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

Connect DocuMerge to Coherence.

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

Merge and generate documents with dynamic data. 2 triggers can start a workflow, and 5 actions can run inside one.

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New Merged DocumentCreate a Coherence record

A Coherence record changes

Combine Files

New Merged RouteUpdate a Coherence record

A Coherence workflow runs

Convert File to PDF

TRIGGERS AND ACTIONS

Everything DocuMerge can do in a workflow.

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

Triggers · 2New Merged DocumentNew Merged Route

Actions · 5Combine FilesConvert File to PDFCreate Data Route MergeCreate Document MergeSplit PDF

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with DocuMerge.

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

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

Starts with · New Merged Document
or New Merged RouteFinishes with · Create or update a Coherence record

Act in DocuMerge from a Coherence workflowUse a change in Coherence to run a supported DocuMerge 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 · Combine Files
or Convert File to PDF

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

Starts with · New Merged Document
or New Merged Route

Finishes with · Combine Files, then preserve the outcome in Coherence
or Convert File to PDF

SET UP

How to connect DocuMerge.

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

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

Acuity SchedulingProductivity · CRM2 triggers · 8 actions

AircallProductivity · Communication5 triggers · 8 actions AirtableProductivity2 triggers · 15 actions

AssembledProductivity3 triggers · 6 actions

BaserowProductivity3 triggers · 8 actions

BexioProductivity7 triggers · 24 actions

QUESTIONS

DocuMerge integration questions.

What can I automate with the DocuMerge integration?

DocuMerge 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 DocuMerge triggers and actions are available?

DocuMerge 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 DocuMerge connect to other apps through Coherence?

Yes. A workflow can combine supported DocuMerge 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 DocuMerge?

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 DocuMerge?

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