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 · Marketing

Connect Tally to Coherence.

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

Receive form submissions from Tally forms. 1 trigger can start a workflow, and 1 action can run inside one.

Start free All integrations

New SubmissionCreate a Coherence record

TRIGGERS AND ACTIONS

Everything Tally can do in a workflow.

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

Triggers · 1New Submission

Actions · 1Custom 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 Tally.

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

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

Starts with · New SubmissionFinishes with · Create or update a Coherence record

Act in Tally from a Coherence workflowUse a change in Coherence to run a supported Tally 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 · Custom API Call

Connect Tally to the wider customer workflowCombine Tally with another integration and Coherence records to connect campaign activity to the records and follow-up it should influence.

Starts with · New Submission

Finishes with · Custom API Call, then preserve the outcome in Coherence

SET UP

How to connect Tally.

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

1Connect the accountAuthorize the Tally 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 Tally or provide a complementary trigger or action.

ActiveCampaignMarketing · CRM9 triggers · 7 actions

BeehiivMarketing3 triggers · 6 actions

ClickFunnelsCommunication · Marketing8 triggers · 7 actions

ConvertKitMarketing12 triggers · 35 actions

DrupalProductivity · E-commerce · Marketing3 triggers · 6 actions

EmailOctopusMarketing5 triggers · 8 actions

QUESTIONS

Tally integration questions.

What can I automate with the Tally integration?

Tally currently provides 1 trigger that can start a workflow and 1 action a workflow can run. Use those building blocks to connect campaign activity to the records and follow-up it should influence.

How many Tally triggers and actions are available?

Tally currently lists 1 trigger and 1 action, 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 Tally connect to other apps through Coherence?

Yes. A workflow can combine supported Tally 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 Tally?

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 Tally?

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Free plan · No credit card