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 · Marketing · Productivity

Connect InstaCharts to Coherence.

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

Chart creation and visualization platform. 1 action can run inside a Coherence workflow.

Start free All integrations

A Coherence record changes

Generate Chart Image

TRIGGERS AND ACTIONS

Everything InstaCharts can do in a workflow.

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

Actions · 1Generate Chart Image

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with InstaCharts.

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

Act in InstaCharts from a Coherence workflowUse a change in Coherence to run a supported InstaCharts 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 · Generate Chart Image

Connect InstaCharts to the wider customer workflowCombine InstaCharts with another integration and Coherence records to connect campaign activity to the records and follow-up it should influence.

Starts with · A Coherence workflow starts

Finishes with · Generate Chart Image, then preserve the outcome in Coherence

SET UP

How to connect InstaCharts.

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

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

DrupalProductivity · E-commerce · Marketing3 triggers · 6 actions

Cognito FormsProductivity · Marketing2 triggers · 5 actions

SurveyTaleProductivity · Marketing3 triggers · 1 action

PredictLeadsProductivity · CRM · Marketing0 triggers · 12 actions

PlacidProductivity · Marketing0 triggers · 8 actions

Fathom AnalyticsMarketing · Productivity0 triggers · 6 actions

QUESTIONS

InstaCharts integration questions.

What can I automate with the InstaCharts integration?

InstaCharts currently provides 1 action a workflow can run. Use those building blocks to connect campaign activity to the records and follow-up it should influence.

How many InstaCharts triggers and actions are available?

InstaCharts currently lists 0 triggers and 1 action, 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 InstaCharts connect to other apps through Coherence?

Yes. A workflow can combine supported InstaCharts 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 InstaCharts?

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 InstaCharts?

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Free plan · No credit card