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 · Customer Support

Connect Help Scout to Coherence.

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

. 4 triggers can start a workflow, and 9 actions can run inside one.

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Conversation CreatedCreate a Coherence record

A Coherence record changesCreate Conversation

Conversation AssignedUpdate a Coherence record

A Coherence workflow runsSend Reply

TRIGGERS AND ACTIONS

Everything Help Scout can do in a workflow.

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

Triggers · 4Conversation CreatedConversation AssignedNew CustomerTags Updated

Actions · 9Create ConversationSend ReplyAdd NoteCreate CustomerUpdate Customer PropertiesFind ConversationFind CustomerFind UserCustom 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 Help Scout.

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

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

Starts with · Conversation Created
or Conversation AssignedFinishes with · Create or update a Coherence record

Act in Help Scout from a Coherence workflowUse a change in Coherence to run a supported Help Scout action, so the next step follows the record instead of relying on someone to copy it.

Starts with · A Coherence record or workflow changesFinishes with · Create Conversation
or Send Reply

Connect Help Scout to the wider customer workflowCombine Help Scout with another integration and Coherence records to connect support activity to the full account history and the next internal action.

Starts with · Conversation Created
or Conversation AssignedFinishes with · Create Conversation, then preserve the outcome in Coherence
or Send Reply

SET UP

How to connect Help Scout.

The exact authentication fields depend on Help Scout. The workflow structure stays straightforward.

1Connect the accountAuthorize the Help Scout 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 Help Scout or provide a complementary trigger or action.

AidbaseCustomer Support · Communication8 triggers · 7 actions

CrispCustomer Support2 triggers · 7 actions

FreshserviceCustomer Support4 triggers · 5 actions

FrontCustomer Support5 triggers · 21 actions IntercomCustomer Support20 triggers · 22 actions ZendeskCustomer Support8 triggers · 13 actions

QUESTIONS

Help Scout integration questions.

What can I automate with the Help Scout integration?

Help Scout currently provides 4 triggers that can start a workflow and 9 actions a workflow can run. Use those building blocks to connect support activity to the full account history and the next internal action.

How many Help Scout triggers and actions are available?

Help Scout currently lists 4 triggers and 9 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 Help Scout connect to other apps through Coherence?

Yes. A workflow can combine supported Help Scout 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 Help Scout?

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 Help Scout?

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