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 OneNote to Coherence.

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

Microsoft OneNote is a note-taking app that allows you to create, edit, and share notes with others. 1 trigger can start a workflow, and 6 actions can run inside one.

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New Note in SectionCreate a Coherence record

A Coherence record changes

Create Notebook

A Coherence workflow runs

Create Section

TRIGGERS AND ACTIONS

Everything Microsoft OneNote can do in a workflow.

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

Triggers · 1New Note in Section

Actions · 6Create NotebookCreate SectionCreate Note in SectionCreate PageCreate Image NoteAppend Note

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Microsoft OneNote.

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

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

Starts with · New Note in SectionFinishes with · Create or update a Coherence record

Act in Microsoft OneNote from a Coherence workflowUse a change in Coherence to run a supported Microsoft OneNote 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 Notebook
or Create Section

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

Starts with · New Note in Section

Finishes with · Create Notebook, then preserve the outcome in Coherence
or Create Section

SET UP

How to connect Microsoft OneNote.

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

1Connect the accountAuthorize the Microsoft OneNote 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 OneNote 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 OneNote integration questions.

What can I automate with the Microsoft OneNote integration?

Microsoft OneNote currently provides 1 trigger that can start a workflow and 6 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 OneNote triggers and actions are available?

Microsoft OneNote currently lists 1 trigger 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 Microsoft OneNote connect to other apps through Coherence?

Yes. A workflow can combine supported Microsoft OneNote 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 OneNote?

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.

Ready to connect Microsoft OneNote?

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Free plan · No credit card