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 · Productivity

Connect Microsoft Excel 365 to Coherence.

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

Spreadsheet software by Microsoft. 4 triggers can start a workflow, and 32 actions can run inside one.

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New RowCreate a Coherence record

A Coherence record changes

Append Row to Worksheet

New Row in TableUpdate a Coherence record

A Coherence workflow runs

Append Multiple Rows

TRIGGERS AND ACTIONS

Everything Microsoft Excel 365 can do in a workflow.

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

Triggers · 4New RowNew Row in TableNew WorksheetUpdated Row

Actions · 32Append Row to WorksheetAppend Multiple RowsGet WorksheetsGet Worksheet RowsUpdate Worksheet RowsClear WorksheetDelete WorksheetGet WorkbooksGet Worksheet ColumnsDelete WorkbookAdd a Worksheet to a WorkbookGet Table RowsGet Table ColumnsCreate TableDelete TableLookup Table ColumnAppend Rows to a TableConvert to RangeCreate WorkbookClear Column by IndexClear Cells by RangeClear Row by IDDelete RowCreate WorksheetFind RowFind WorkbookFind WorksheetGet Cells in RangeGet Row by IDGet Worksheet by IDRename WorksheetCustom 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 Excel 365.

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

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

Starts with · New Row
or New Row in TableFinishes with · Create or update a Coherence record

Act in Microsoft Excel 365 from a Coherence workflowUse a change in Coherence to run a supported Microsoft Excel 365 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 · Append Row to Worksheet
or Append Multiple Rows

Connect Microsoft Excel 365 to the wider customer workflowCombine Microsoft Excel 365 with another integration and Coherence records to turn activity in one tool into an owned next step in the shared workspace.

Starts with · New Row
or New Row in Table

Finishes with · Append Row to Worksheet, then preserve the outcome in Coherence
or Append Multiple Rows

SET UP

How to connect Microsoft Excel 365.

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

1Connect the accountAuthorize the Microsoft Excel 365 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 Excel 365 or provide a complementary trigger or action.

Acuity SchedulingProductivity · CRM2 triggers · 8 actions

AircallProductivity · Communication5 triggers · 8 actions AirtableProductivity2 triggers · 15 actions

AssembledProductivity3 triggers · 6 actions

BaserowProductivity3 triggers · 8 actions

BexioProductivity7 triggers · 24 actions

QUESTIONS

Microsoft Excel 365 integration questions.

What can I automate with the Microsoft Excel 365 integration?

Microsoft Excel 365 currently provides 4 triggers that can start a workflow and 32 actions a workflow can run. Use those building blocks to turn activity in one tool into an owned next step in the shared workspace.

How many Microsoft Excel 365 triggers and actions are available?

Microsoft Excel 365 currently lists 4 triggers and 32 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 Excel 365 connect to other apps through Coherence?

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

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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