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 Quickbooks Online to Coherence.

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

. 5 triggers can start a workflow, and 6 actions can run inside one.

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New InvoiceCreate a Coherence record

A Coherence record changes

Find Invoice

New Expense (Purchase)Update a Coherence record

A Coherence workflow runs

Find Customer

TRIGGERS AND ACTIONS

Everything Quickbooks Online can do in a workflow.

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

Triggers · 5New InvoiceNew Expense (Purchase)New CustomerNew DepositNew Transfer

Actions · 6Find InvoiceFind CustomerFind PaymentCreate InvoiceCreate ExpenseCustom 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 Quickbooks Online.

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

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

Starts with · New Invoice
or New Expense (Purchase)Finishes with · Create or update a Coherence record

Act in Quickbooks Online from a Coherence workflowUse a change in Coherence to run a supported Quickbooks Online 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 Invoice
or Find Customer

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

Starts with · New Invoice
or New Expense (Purchase)

Finishes with · Find Invoice, then preserve the outcome in Coherence
or Find Customer

SET UP

How to connect Quickbooks Online.

The exact authentication fields depend on Quickbooks Online. The workflow structure stays straightforward.

1Connect the accountAuthorize the Quickbooks Online 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 Quickbooks Online 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

Quickbooks Online integration questions.

What can I automate with the Quickbooks Online integration?

Quickbooks Online currently provides 5 triggers that can start a workflow and 6 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 Quickbooks Online triggers and actions are available?

Quickbooks Online currently lists 5 triggers and 6 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 Quickbooks Online connect to other apps through Coherence?

Yes. A workflow can combine supported Quickbooks Online 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 Quickbooks Online?

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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