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Connect TimelinesAI to Coherence.

. 7 triggers can start a workflow, and 11 actions can run inside one.

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Chat ClosedCreate a Coherence record
A Coherence record changesSend Message to Existing Chat
New Outgoing ChatUpdate a Coherence record
A Coherence workflow runsSend Uploaded File to Existing Chat

TRIGGERS AND ACTIONS

Everything TimelinesAI can do in a workflow.

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

Triggers · 7Chat ClosedNew Outgoing ChatNew Incoming ChatNew Sent MessageNew Received MessageNew Uploaded FileNew WhatsApp Account
Actions · 11Send Message to Existing ChatSend Uploaded File to Existing ChatSend File to Existing ChatSend Message to New ChatClose ChatFind ChatFind MessageFind Uploaded FileFind Message StatusFind WhatsApp AccountCustom 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 TimelinesAI.

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

Bring TimelinesAI activity into CoherenceStart from a supported TimelinesAI event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with · Chat Closed
or New Outgoing ChatFinishes with · Create or update a Coherence record
Act in TimelinesAI from a Coherence workflowUse a change in Coherence to run a supported TimelinesAI action, so the next step follows the record instead of relying on someone to copy it.
Starts with · A Coherence record or workflow changesFinishes with · Send Message to Existing Chat
or Send Uploaded File to Existing Chat
Connect TimelinesAI to the wider customer workflowCombine TimelinesAI with another integration and Coherence records to connect campaign activity to the records and follow-up it should influence.
Starts with · Chat Closed
or New Outgoing ChatFinishes with · Send Message to Existing Chat, then preserve the outcome in Coherence
or Send Uploaded File to Existing Chat

SET UP

How to connect TimelinesAI.

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

1Connect the accountAuthorize the TimelinesAI 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.

RELATED

Apps for the same workflow.

Apps that share a category with TimelinesAI or provide a complementary trigger or action.

QUESTIONS

TimelinesAI integration questions.

What can I automate with the TimelinesAI integration?

TimelinesAI currently provides 7 triggers that can start a workflow and 11 actions a workflow can run. Use those building blocks to connect campaign activity to the records and follow-up it should influence.

How many TimelinesAI triggers and actions are available?

TimelinesAI currently lists 7 triggers and 11 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 TimelinesAI connect to other apps through Coherence?

Yes. A workflow can combine supported TimelinesAI 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 TimelinesAI?

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 TimelinesAI?

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