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 · CRM

Connect Upgrade.chat to Coherence.

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

Supercharge your Discord or Telegram communities with subscription payments and membership tools. 3 triggers can start a workflow, and 6 actions can run inside one.

Start free All integrations

New LeadCreate a Coherence record

A Coherence record changes

Add or Update Contact

New PaymentUpdate a Coherence record

A Coherence workflow runs

Add or Update Contact (Extended)

TRIGGERS AND ACTIONS

Everything Upgrade.chat can do in a workflow.

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

Triggers · 3New LeadNew PaymentNew Subscription

Actions · 6Add or Update ContactAdd or Update Contact (Extended)Add or Update SubscriptionCreate InvoiceCreate ProductGet Contact Details

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Upgrade.chat.

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

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

Starts with · New Lead
or New PaymentFinishes with · Create or update a Coherence record

Act in Upgrade.chat from a Coherence workflowUse a change in Coherence to run a supported Upgrade.chat 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 · Add or Update Contact
or Add or Update Contact (Extended)

Connect Upgrade.chat to the wider customer workflowCombine Upgrade.chat with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.

Starts with · New Lead
or New Payment

Finishes with · Add or Update Contact, then preserve the outcome in Coherence
or Add or Update Contact (Extended)

SET UP

How to connect Upgrade.chat.

The exact authentication fields depend on Upgrade.chat. The workflow structure stays straightforward.

1Connect the accountAuthorize the Upgrade.chat 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 Upgrade.chat or provide a complementary trigger or action.

ActiveCampaignMarketing · CRM9 triggers · 7 actions

Acuity SchedulingProductivity · CRM2 triggers · 8 actions

AttioCRM5 triggers · 14 actions

Bigin by Zoho CRMCRM9 triggers · 16 actions

CopperCRM · Productivity11 triggers · 20 actions

Famulor AI - Voice AgentCRM4 triggers · 25 actions

QUESTIONS

Upgrade.chat integration questions.

What can I automate with the Upgrade.chat integration?

Upgrade.chat currently provides 3 triggers that can start a workflow and 6 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.

How many Upgrade.chat triggers and actions are available?

Upgrade.chat currently lists 3 triggers and 6 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 Upgrade.chat connect to other apps through Coherence?

Yes. A workflow can combine supported Upgrade.chat 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 Upgrade.chat?

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 Upgrade.chat?

Start free

Free plan · No credit card