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 Outseta to Coherence.

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

Triggers and actions for Outseta CRM and Billing. 19 triggers can start a workflow, and 18 actions can run inside one.

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Account AddedCreate a Coherence record

A Coherence record changes

Find or Add Account

Account UpdatedUpdate a Coherence record

A Coherence workflow runs

Find or Add Person

TRIGGERS AND ACTIONS

Everything Outseta can do in a workflow.

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

Triggers · 19Account AddedAccount UpdatedAccount DeletedAccount Stage UpdatedAccount Billing Invoice CreatedAccount Billing Invoice DeletedAccount Paid Subscription CreatedAccount Subscription StartedAccount Subscription Add Ons ChangedAccount Subscription Cancellation RequestedAccount Subscription Plan UpdatedAccount Subscription Payment CollectedAccount Subscription Payment DeclinedAccount Subscription Renewal ExtendedPerson AddedPerson UpdatedPerson DeletedDeal CreatedDeal Updated

Actions · 18Find or Add AccountFind or Add PersonGet AccountGet PersonGet DealGet Account PlanUpdate AccountUpdate PersonUpdate DealAdd DealAdd Person to AccountAdd Custom ActivityChange Account PlanCancel SubscriptionTrack Add-on UsageSubscribe to Email ListDelete DealCustom 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 Outseta.

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

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

Starts with · Account Added
or Account UpdatedFinishes with · Create or update a Coherence record

Act in Outseta from a Coherence workflowUse a change in Coherence to run a supported Outseta 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 · Find or Add Account
or Find or Add Person

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

Starts with · Account Added
or Account Updated

Finishes with · Find or Add Account, then preserve the outcome in Coherence
or Find or Add Person

SET UP

How to connect Outseta.

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

1Connect the accountAuthorize the Outseta 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 Outseta 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

Outseta integration questions.

What can I automate with the Outseta integration?

Outseta currently provides 19 triggers that can start a workflow and 18 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.

How many Outseta triggers and actions are available?

Outseta currently lists 19 triggers and 18 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 Outseta connect to other apps through Coherence?

Yes. A workflow can combine supported Outseta 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 Outseta?

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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