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 SharePoint to Coherence.

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

. 8 triggers can start a workflow, and 16 actions can run inside one.

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New File in FolderCreate a Coherence record

A Coherence record changes

Create Folder

New File in SubfoldersUpdate a Coherence record

A Coherence workflow runs

Create List

TRIGGERS AND ACTIONS

Everything Microsoft SharePoint can do in a workflow.

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

Triggers · 8New File in FolderNew File in SubfoldersNew or Updated FileNew or Updated FolderNew List ItemUpdated List ItemNew ListNew or Updated List

Actions · 16Create FolderCreate ListCreate List ItemUpdate List ItemDelete List ItemFind List ItemUpload FilePublish PageCopy File or Folder (Across Sites)Copy File or Folder (Within Site)Move FileFind FileGet Folder ContentsGet Site InformationFind SiteCustom 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 SharePoint.

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

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

Starts with · New File in Folder
or New File in SubfoldersFinishes with · Create or update a Coherence record

Act in Microsoft SharePoint from a Coherence workflowUse a change in Coherence to run a supported Microsoft SharePoint 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 Folder
or Create List

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

Starts with · New File in Folder
or New File in Subfolders

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

SET UP

How to connect Microsoft SharePoint.

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

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

What can I automate with the Microsoft SharePoint integration?

Microsoft SharePoint currently provides 8 triggers that can start a workflow and 16 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 SharePoint triggers and actions are available?

Microsoft SharePoint currently lists 8 triggers and 16 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 SharePoint connect to other apps through Coherence?

Yes. A workflow can combine supported Microsoft SharePoint 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 SharePoint?

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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