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 · Finance

Connect TrueLayer to Coherence.

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

Connect with TrueLayer to leverage secure open banking services. This integration allows seamless interaction with TrueLayer's API to manage various financial processes. 39 actions can run inside a Coherence workflow.

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A Coherence record changes

Create payout

A Coherence workflow runs

Get payout

TRIGGERS AND ACTIONS

Everything TrueLayer can do in a workflow.

Actions are the steps a workflow can run in TrueLayer. Start the workflow from a Coherence record or another app.

Actions · 39Create payoutGet payoutStart authorization flowSubmit payments return parametersCreate MandateList MandatesGet MandateStart Authorization FlowSubmit consentSubmit provider selectionRevoke MandateConfirm Mandate FundsGet Mandate ConstraintsList Merchant AccountsGet Merchant AccountGet TransactionsSet Up or Update SweepingDisable SweepingGet Sweeping SettingsGet Payment SourcesCreate Payment LinkGet Payment LinkGet PaymentsCreate PaymentStart Payment Authorization FlowSubmit Provider SelectionSubmit Scheme SelectionSubmit FormSubmit ConsentSubmit User Account SelectionCancel PaymentSave Payment AccountGet PaymentCreate Payment RefundGet Payment RefundsGet Payment RefundSearch Payment ProvidersGet Payment ProviderCustom 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 TrueLayer.

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

Act in TrueLayer from a Coherence workflowUse a change in Coherence to run a supported TrueLayer 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 payout
or Get payout

Connect TrueLayer to the wider customer workflowCombine TrueLayer with another integration and Coherence records to keep financial events visible beside the customer, vendor, or project they affect.

Starts with · A Coherence workflow starts

Finishes with · Create payout, then preserve the outcome in Coherence
or Get payout

SET UP

How to connect TrueLayer.

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

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

ChargebeeFinance8 triggers · 5 actions

ChargeKeepE-commerce · Finance3 triggers · 6 actions

MollieFinance7 triggers · 8 actions

PaddleE-commerce · Finance5 triggers · 6 actions

Pinch PaymentsFinance14 triggers · 8 actions

SperseE-commerce · Finance3 triggers · 6 actions

QUESTIONS

TrueLayer integration questions.

What can I automate with the TrueLayer integration?

TrueLayer currently provides 39 actions a workflow can run. Use those building blocks to keep financial events visible beside the customer, vendor, or project they affect.

How many TrueLayer triggers and actions are available?

TrueLayer currently lists 0 triggers and 39 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 TrueLayer connect to other apps through Coherence?

Yes. A workflow can combine supported TrueLayer 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 TrueLayer?

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 TrueLayer?

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