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 · Other

Connect Docusign to Coherence.

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

. 4 actions can run inside a Coherence workflow.

Start free All integrations

A Coherence record changes

List envelopes

A Coherence workflow runs

Get envelope

TRIGGERS AND ACTIONS

Everything Docusign can do in a workflow.

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

Actions · 4List envelopesGet envelopeGet documentCustom 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 Docusign.

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

Act in Docusign from a Coherence workflowUse a change in Coherence to run a supported Docusign 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 · List envelopes
or Get envelope

Connect Docusign to the wider customer workflowCombine Docusign with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.

Starts with · A Coherence workflow starts

Finishes with · List envelopes, then preserve the outcome in Coherence
or Get envelope

SET UP

How to connect Docusign.

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

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

AMPECOOther1 trigger · 377 actions

BigCommerceOther11 triggers · 16 actions

Capsule CRMOther4 triggers · 10 actions

Checkout.comOther2 triggers · 7 actions

CircleOther2 triggers · 7 actions

ClockifyOther3 triggers · 8 actions

QUESTIONS

Docusign integration questions.

What can I automate with the Docusign integration?

Docusign currently provides 4 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 Docusign triggers and actions are available?

Docusign currently lists 0 triggers and 4 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 Docusign connect to other apps through Coherence?

Yes. A workflow can combine supported Docusign 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 Docusign?

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 Docusign?

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Free plan · No credit card