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 · CRM

Connect Instantly.ai to Coherence.

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

Powerful cold email outreach and lead engagement platform. 2 triggers can start a workflow, and 6 actions can run inside one.

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Campaign Status ChangedCreate a Coherence record

A Coherence record changes

Create Campaign

New Lead AddedUpdate a Coherence record

A Coherence workflow runs

Create Lead List

TRIGGERS AND ACTIONS

Everything Instantly.ai can do in a workflow.

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

Triggers · 2Campaign Status ChangedNew Lead Added

Actions · 6Create CampaignCreate Lead ListAdd Lead to CampaignSearch CampaignsSearch LeadsCustom 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 Instantly.ai.

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

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

Starts with · Campaign Status Changed
or New Lead AddedFinishes with · Create or update a Coherence record

Act in Instantly.ai from a Coherence workflowUse a change in Coherence to run a supported Instantly.ai 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 Campaign
or Create Lead List

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

Starts with · Campaign Status Changed
or New Lead Added

Finishes with · Create Campaign, then preserve the outcome in Coherence
or Create Lead List

SET UP

How to connect Instantly.ai.

The exact authentication fields depend on Instantly.ai. The workflow structure stays straightforward.

1Connect the accountAuthorize the Instantly.ai 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 Instantly.ai or provide a complementary trigger or action.

ActiveCampaignMarketing · CRM9 triggers · 7 actions

WhatsScaleCommunication · Marketing · CRM5 triggers · 28 actions

WhatConvertsCRM · Marketing2 triggers · 4 actions

PhantomBusterMarketing · CRM1 trigger · 2 actions

PredictLeadsProductivity · CRM · Marketing0 triggers · 12 actions

Reply.ioCRM · Marketing0 triggers · 10 actions

QUESTIONS

Instantly.ai integration questions.

What can I automate with the Instantly.ai integration?

Instantly.ai currently provides 2 triggers that can start a workflow and 6 actions a workflow can run. Use those building blocks to connect campaign activity to the records and follow-up it should influence.

How many Instantly.ai triggers and actions are available?

Instantly.ai currently lists 2 triggers and 6 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 Instantly.ai connect to other apps through Coherence?

Yes. A workflow can combine supported Instantly.ai 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 Instantly.ai?

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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