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 · Finance

Connect FreeAgent to Coherence.

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

Accounting and invoicing software for small businesses. 4 triggers can start a workflow, and 2 actions can run inside one.

Start free All integrations

New InvoiceCreate a Coherence record

A Coherence record changes

Create Task

New ContactUpdate a Coherence record

A Coherence workflow runs

Create Contact

TRIGGERS AND ACTIONS

Everything FreeAgent can do in a workflow.

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

Triggers · 4New InvoiceNew ContactNew UserNew Task

Actions · 2Create TaskCreate Contact

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with FreeAgent.

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

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

Starts with · New Invoice
or New ContactFinishes with · Create or update a Coherence record

Act in FreeAgent from a Coherence workflowUse a change in Coherence to run a supported FreeAgent 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 Task
or Create Contact

Connect FreeAgent to the wider customer workflowCombine FreeAgent with another integration and Coherence records to keep financial events visible beside the customer, vendor, or project they affect.

Starts with · New Invoice
or New Contact

Finishes with · Create Task, then preserve the outcome in Coherence
or Create Contact

SET UP

How to connect FreeAgent.

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

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

ChargebeeFinance8 triggers · 5 actions

ChargeKeepE-commerce · Finance3 triggers · 6 actions

MollieFinance7 triggers · 8 actions

PaddleE-commerce · Finance5 triggers · 6 actions

Pinch PaymentsFinance14 triggers · 8 actions

SperseE-commerce · Finance3 triggers · 6 actions

QUESTIONS

FreeAgent integration questions.

What can I automate with the FreeAgent integration?

FreeAgent currently provides 4 triggers that can start a workflow and 2 actions a workflow can run. Use those building blocks to keep financial events visible beside the customer, vendor, or project they affect.

How many FreeAgent triggers and actions are available?

FreeAgent currently lists 4 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 FreeAgent connect to other apps through Coherence?

Yes. A workflow can combine supported FreeAgent 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 FreeAgent?

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 FreeAgent?

Start free

Free plan · No credit card