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 Insightly to Coherence.

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

. 3 triggers can start a workflow, and 5 actions can run inside one.

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New RecordCreate a Coherence record

A Coherence record changes

Create Record

Updated RecordUpdate a Coherence record

A Coherence workflow runs

Update Record

TRIGGERS AND ACTIONS

Everything Insightly can do in a workflow.

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

Triggers · 3New RecordUpdated RecordDeleted Record

Actions · 5Create RecordUpdate RecordGet RecordDelete RecordFind Records

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Insightly.

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

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

Starts with · New Record
or Updated RecordFinishes with · Create or update a Coherence record

Act in Insightly from a Coherence workflowUse a change in Coherence to run a supported Insightly 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 Record
or Update Record

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

Starts with · New Record
or Updated Record

Finishes with · Create Record, then preserve the outcome in Coherence
or Update Record

SET UP

How to connect Insightly.

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

1Connect the accountAuthorize the Insightly 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 Insightly 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

Insightly integration questions.

What can I automate with the Insightly integration?

Insightly currently provides 3 triggers that can start a workflow and 5 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 Insightly triggers and actions are available?

Insightly currently lists 3 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 Insightly connect to other apps through Coherence?

Yes. A workflow can combine supported Insightly 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 Insightly?

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 Insightly?

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