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 · Developer Tools

Connect Instabase to Coherence.

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

Integrate with Instabase AI Hub to automate document processing and AI workflows. 1 trigger can start a workflow, and 3 actions can run inside one.

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New ConversationCreate a Coherence record

A Coherence record changes

Create Conversation and Upload Files

A Coherence workflow runs

Converse with Document

TRIGGERS AND ACTIONS

Everything Instabase can do in a workflow.

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

Triggers · 1New Conversation

Actions · 3Create Conversation and Upload FilesConverse with DocumentCustom 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 Instabase.

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

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

Starts with · New ConversationFinishes with · Create or update a Coherence record

Act in Instabase from a Coherence workflowUse 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
or Converse with Document

Connect Instabase to the wider customer workflowCombine 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
or Converse with Document

SET UP

How to connect Instabase.

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

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

CloudConvertDeveloper Tools · Productivity3 triggers · 7 actions

CursorDeveloper Tools5 triggers · 4 actions

CustomGPTDeveloper Tools1 trigger · 8 actions

GitHubDeveloper Tools14 triggers · 18 actions

GreipDeveloper Tools5 triggers · 6 actions

Griptape CloudDeveloper Tools4 triggers · 5 actions

QUESTIONS

Instabase integration questions.

What can I automate with the Instabase integration?

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.

How many Instabase triggers and actions are available?

Instabase currently lists 1 trigger and 3 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 Instabase connect to other apps through Coherence?

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.

Do I need to write code to connect Instabase?

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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