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 Microsoft 365 Planner to Coherence.

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

Microsoft 365 Planner is part of the Microsoft 365 suite, offering lightweight task and bucket-based planning for teams. This integration supports creating plans, buckets, tasks, fetching them, deleting them, and custom API calls. 3 triggers can start a workflow, and 12 actions can run inside one.

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New Plan CreatedCreate a Coherence record

A Coherence record changes

Create Plan

New Task CreatedUpdate a Coherence record

A Coherence workflow runs

Create Bucket

TRIGGERS AND ACTIONS

Everything Microsoft 365 Planner can do in a workflow.

Triggers start a workflow when something happens in Microsoft 365 Planner. Actions are the steps a workflow can run there.

Triggers · 3New Plan CreatedNew Task CreatedNew Task Assigned to User

Actions · 12Create PlanCreate BucketCreate TaskDelete BucketDelete TaskUpdate PlanUpdate BucketUpdate TaskFind a PlanGet a BucketFind TaskCustom 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 Microsoft 365 Planner.

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

Bring Microsoft 365 Planner activity into CoherenceStart from a supported Microsoft 365 Planner event, then create or update the appropriate CRM, project, or custom record with the source context preserved.

Starts with · New Plan Created
or New Task CreatedFinishes with · Create or update a Coherence record

Act in Microsoft 365 Planner from a Coherence workflowUse a change in Coherence to run a supported Microsoft 365 Planner 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 Plan
or Create Bucket

Connect Microsoft 365 Planner to the wider customer workflowCombine Microsoft 365 Planner 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 Plan Created
or New Task Created

Finishes with · Create Plan, then preserve the outcome in Coherence
or Create Bucket

SET UP

How to connect Microsoft 365 Planner.

The exact authentication fields depend on Microsoft 365 Planner. The workflow structure stays straightforward.

1Connect the accountAuthorize the Microsoft 365 Planner 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 Microsoft 365 Planner 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

Microsoft 365 Planner integration questions.

What can I automate with the Microsoft 365 Planner integration?

Microsoft 365 Planner currently provides 3 triggers that can start a workflow and 12 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 Microsoft 365 Planner triggers and actions are available?

Microsoft 365 Planner currently lists 3 triggers and 12 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 Microsoft 365 Planner connect to other apps through Coherence?

Yes. A workflow can combine supported Microsoft 365 Planner 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 Microsoft 365 Planner?

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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Free plan · No credit card