Integrate with Instabase AI Hub to automate document processing and AI workflows
Instabase 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 Conversation
Triggers when a new conversation is created
Create Conversation and Upload Files
Create a new conversation and upload files to it
Converse with Document
Ask a question about a document in a conversation
Custom API Call
Make a custom API call to a specific endpoint
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 Instabase event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New Conversation
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported Instabase 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 Conversation and Upload Files
Combine Instabase with another integration and Coherence records to connect product and engineering activity to the customers and work it affects.
Starts with
New Conversation
Finishes with
Create Conversation and Upload Files, then preserve the outcome in Coherence
The exact authentication fields depend on Instabase. The workflow structure stays straightforward:
Authorize the Instabase 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 Instabase or provide a complementary trigger or action.
Instabase 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.
Instabase 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 Instabase 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.
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