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 Tableau to Coherence.

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

Business intelligence and analytics platform for data visualization. 9 triggers can start a workflow, and 5 actions can run inside one.

Start free All integrations

Workbook EventCreate a Coherence record

A Coherence record changes

Download View

Workbook Refresh EventUpdate a Coherence record

A Coherence workflow runs

Run Extract Refresh Task

TRIGGERS AND ACTIONS

Everything Tableau can do in a workflow.

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

Triggers · 9Workbook EventWorkbook Refresh EventDatasource EventDatasource Refresh EventUser DeletedView DeletedLabel EventNew JobList Extract Refresh Tasks

Actions · 5Download ViewRun Extract Refresh TaskRefresh WorkbookFind ViewFind Workbook

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Tableau.

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

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

Starts with · Workbook Event
or Workbook Refresh EventFinishes with · Create or update a Coherence record

Act in Tableau from a Coherence workflowUse a change in Coherence to run a supported Tableau 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 · Download View
or Run Extract Refresh Task

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

Starts with · Workbook Event
or Workbook Refresh Event

Finishes with · Download View, then preserve the outcome in Coherence
or Run Extract Refresh Task

SET UP

How to connect Tableau.

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

1Connect the accountAuthorize the Tableau 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 Tableau 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

Tableau integration questions.

What can I automate with the Tableau integration?

Tableau currently provides 9 triggers that can start a workflow and 5 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 Tableau triggers and actions are available?

Tableau currently lists 9 triggers and 5 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 Tableau connect to other apps through Coherence?

Yes. A workflow can combine supported Tableau 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 Tableau?

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.

Ready to connect Tableau?

Start free

Free plan · No credit card