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 PandaDoc to Coherence.

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

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

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Document CompletedCreate a Coherence record

A Coherence record changes

Create Document from Template

Document State ChangedUpdate a Coherence record

A Coherence workflow runs

Create Attachment

TRIGGERS AND ACTIONS

Everything PandaDoc can do in a workflow.

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

Triggers · 3Document CompletedDocument State ChangedDocument Updated

Actions · 8Create Document from TemplateCreate AttachmentCreate or Update ContactFind Document(s)Get Document AttachmentGet DocumentDownload DocumentCustom 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 PandaDoc.

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

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

Starts with · Document Completed
or Document State ChangedFinishes with · Create or update a Coherence record

Act in PandaDoc from a Coherence workflowUse a change in Coherence to run a supported PandaDoc 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 Document from Template
or Create Attachment

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

Starts with · Document Completed
or Document State Changed

Finishes with · Create Document from Template, then preserve the outcome in Coherence
or Create Attachment

SET UP

How to connect PandaDoc.

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

1Connect the accountAuthorize the PandaDoc 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 PandaDoc 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

PandaDoc integration questions.

What can I automate with the PandaDoc integration?

PandaDoc currently provides 3 triggers that can start a workflow and 8 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 PandaDoc triggers and actions are available?

PandaDoc currently lists 3 triggers and 8 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 PandaDoc connect to other apps through Coherence?

Yes. A workflow can combine supported PandaDoc 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 PandaDoc?

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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