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 · CRM

Connect Moxie to Coherence.

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

CRM build for the freelancers. 22 triggers can start a workflow, and 4 actions can run inside one.

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Client CreatedCreate a Coherence record

A Coherence record changes

Create a Client

Client UpdatedUpdate a Coherence record

A Coherence workflow runs

Create a Task

TRIGGERS AND ACTIONS

Everything Moxie can do in a workflow.

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

Triggers · 22Client CreatedClient UpdatedClient DeletedProject CreatedProject UpdatedProject CompletedTask CreatedTask UpdatedTask DeletedClient Task ApprovalForm SubmittedTime Entry CreatedTime Entry UpdatedTime Entry DeletedMeeting ScheduledMeeting UpdatedMeeting CancelledOpportunity CreatedOpportunity UpdatedOpportunity DeletedInvoice SentPayment Received

Actions · 4Create a ClientCreate a TaskCreate a ProjectCustom 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 Moxie.

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

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

Starts with · Client Created
or Client UpdatedFinishes with · Create or update a Coherence record

Act in Moxie from a Coherence workflowUse a change in Coherence to run a supported Moxie 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 a Client
or Create a Task

Connect Moxie to the wider customer workflowCombine Moxie with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.

Starts with · Client Created
or Client Updated

Finishes with · Create a Client, then preserve the outcome in Coherence
or Create a Task

SET UP

How to connect Moxie.

The exact authentication fields depend on Moxie. The workflow structure stays straightforward.

1Connect the accountAuthorize the Moxie 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 Moxie or provide a complementary trigger or action.

ActiveCampaignMarketing · CRM9 triggers · 7 actions

Acuity SchedulingProductivity · CRM2 triggers · 8 actions

AttioCRM5 triggers · 14 actions

Bigin by Zoho CRMCRM9 triggers · 16 actions

CopperCRM · Productivity11 triggers · 20 actions

Famulor AI - Voice AgentCRM4 triggers · 25 actions

QUESTIONS

Moxie integration questions.

What can I automate with the Moxie integration?

Moxie currently provides 22 triggers that can start a workflow and 4 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.

How many Moxie triggers and actions are available?

Moxie currently lists 22 triggers and 4 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 Moxie connect to other apps through Coherence?

Yes. A workflow can combine supported Moxie 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 Moxie?

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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