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 MyCase to Coherence.

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

Automate legal case management workflows with MyCase. Create and manage cases, clients, companies, events, tasks, time entries, documents, and more. Get notified when cases, events, people, companies, or leads are added or updated. 5 triggers can start a workflow, and 37 actions can run inside one.

Start free All integrations

Case Added or UpdatedCreate a Coherence record

A Coherence record changes

Create Case

Event Added or UpdatedUpdate a Coherence record

A Coherence workflow runs

Create Case Stage

TRIGGERS AND ACTIONS

Everything MyCase can do in a workflow.

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

Triggers · 5Case Added or UpdatedEvent Added or UpdatedPerson Added or UpdatedCompany Added or UpdatedLead Added or Updated

Actions · 37Create CaseCreate Case StageCreate CompanyCreate Custom FieldCreate DocumentCreate EventCreate ExpenseCreate LeadCreate LocationCreate NoteCreate Person (Client)Create Practice AreaCreate Referral SourceCreate TaskCreate Time EntryCreate CallUpdate CaseUpdate CompanyUpdate Person (Client)API RequestFind CaseFind CallFind Case StageFind CompanyFind LocationFind People GroupFind Person (Client)Find Practice AreaFind Referral SourceFind StaffFind or Create CaseFind or Create Case StageFind or Create CompanyFind or Create LocationFind or Create Person (Client)Find or Create Practice AreaFind or Create Referral Source

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with MyCase.

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

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

Starts with · Case Added or Updated
or Event Added or UpdatedFinishes with · Create or update a Coherence record

Act in MyCase from a Coherence workflowUse a change in Coherence to run a supported MyCase 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 Case
or Create Case Stage

Connect MyCase to the wider customer workflowCombine MyCase with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.

Starts with · Case Added or Updated
or Event Added or Updated

Finishes with · Create Case, then preserve the outcome in Coherence
or Create Case Stage

SET UP

How to connect MyCase.

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

1Connect the accountAuthorize the MyCase 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 MyCase 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

MyCase integration questions.

What can I automate with the MyCase integration?

MyCase currently provides 5 triggers that can start a workflow and 37 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 MyCase triggers and actions are available?

MyCase currently lists 5 triggers and 37 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 MyCase connect to other apps through Coherence?

Yes. A workflow can combine supported MyCase 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 MyCase?

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 MyCase?

Start free

Free plan · No credit card