Omni currently provides 9 actions a workflow can run. Use those building blocks to turn activity in one tool into an owned next step in the shared workspace.
Create a document
Creates a new document
Create a schedule
Creates a scheduled task for a dashboard with support for email, SFTP, and webhook destinations
Delete a document
Deletes the specified document and places it in the Trash
Delete a schedule
Deletes a schedule using its UUID
Edit schedule
Updates a scheduled task. Only properties included will be updated
Generate query
Transforms a natural language description into a structured Omni query
Move document
Moves a document to a new folder or to the root level
Run query
Runs a query and returns the results as base64 encoded Apache Arrow table or in specified format
Custom API Call
Make a custom API call to a specific endpoint
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Use a change in Coherence to run a supported Omni 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 document
Combine Omni with another integration and Coherence records to turn activity in one tool into an owned next step in the shared workspace.
Starts with
A Coherence workflow starts
Finishes with
Create a document, then preserve the outcome in Coherence
The exact authentication fields depend on Omni. The workflow structure stays straightforward:
Authorize the Omni account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Omni or provide a complementary trigger or action.
Omni currently provides 9 actions a workflow can run. Use those building blocks to turn activity in one tool into an owned next step in the shared workspace.
Omni currently lists 0 triggers and 9 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Omni 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.
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.
Start automating in minutes. No credit card required.
