Echowin currently provides 1 trigger that can start a workflow and 3 actions a workflow can run. Use those building blocks to connect product and engineering activity to the customers and work it affects.
New Contact
Trigger when a new contact is created in Echowin
Create Contact
Create a new contact with optional tags, custom fields, notes, and board assignments
Delete Contact
Delete a contact by ID
Find Contact
Get a paginated list of contacts and search by name, email, or phone number
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported Echowin event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New Contact
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported Echowin 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 Contact
Combine Echowin with another integration and Coherence records to connect product and engineering activity to the customers and work it affects.
Starts with
New Contact
Finishes with
Create Contact, then preserve the outcome in Coherence
The exact authentication fields depend on Echowin. The workflow structure stays straightforward:
Authorize the Echowin account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Echowin or provide a complementary trigger or action.
Echowin currently provides 1 trigger that can start a workflow and 3 actions a workflow can run. Use those building blocks to connect product and engineering activity to the customers and work it affects.
Echowin currently lists 1 trigger and 3 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Echowin 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.
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.
Start automating in minutes. No credit card required.
