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 SmartSuite to Coherence.

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

Collaborative work management platform combining databases with spreadsheets. 2 triggers can start a workflow, and 7 actions can run inside one.

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New RecordCreate a Coherence record

A Coherence record changes

Create a Record

Updated RecordUpdate a Coherence record

A Coherence workflow runs

Update a Record

TRIGGERS AND ACTIONS

Everything SmartSuite can do in a workflow.

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

Triggers · 2New RecordUpdated Record

Actions · 7Create a RecordUpdate a RecordDelete a RecordUpload FileFind RecordsGet a RecordCustom 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 SmartSuite.

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

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

Starts with · New Record
or Updated RecordFinishes with · Create or update a Coherence record

Act in SmartSuite from a Coherence workflowUse a change in Coherence to run a supported SmartSuite 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 Record
or Update a Record

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

Starts with · New Record
or Updated Record

Finishes with · Create a Record, then preserve the outcome in Coherence
or Update a Record

SET UP

How to connect SmartSuite.

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

1Connect the accountAuthorize the SmartSuite 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 SmartSuite 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

SmartSuite integration questions.

What can I automate with the SmartSuite integration?

SmartSuite currently provides 2 triggers that can start a workflow and 7 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 SmartSuite triggers and actions are available?

SmartSuite currently lists 2 triggers and 7 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 SmartSuite connect to other apps through Coherence?

Yes. A workflow can combine supported SmartSuite 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 SmartSuite?

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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