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 · Other

Connect Wealthbox to Coherence.

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

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

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New TaskCreate a Coherence record

A Coherence record changes

Create Contact

New ContactUpdate a Coherence record

A Coherence workflow runs

Create Note

TRIGGERS AND ACTIONS

Everything Wealthbox can do in a workflow.

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

Triggers · 4New TaskNew ContactNew EventNew Opportunity

Actions · 11Create ContactCreate NoteCreate ProjectAdd Member to HouseholdCreate HouseholdCreate EventCreate OpportunityCreate TaskStart WorkflowFind ContactFind Task

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Wealthbox.

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

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

Starts with · New Task
or New ContactFinishes with · Create or update a Coherence record

Act in Wealthbox from a Coherence workflowUse a change in Coherence to run a supported Wealthbox 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 Contact
or Create Note

Connect Wealthbox to the wider customer workflowCombine Wealthbox with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.

Starts with · New Task
or New Contact

Finishes with · Create Contact, then preserve the outcome in Coherence
or Create Note

SET UP

How to connect Wealthbox.

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

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

AMPECOOther1 trigger · 377 actions

BigCommerceOther11 triggers · 16 actions

Capsule CRMOther4 triggers · 10 actions

Checkout.comOther2 triggers · 7 actions

CircleOther2 triggers · 7 actions

ClockifyOther3 triggers · 8 actions

QUESTIONS

Wealthbox integration questions.

What can I automate with the Wealthbox integration?

Wealthbox currently provides 4 triggers that can start a workflow and 11 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.

How many Wealthbox triggers and actions are available?

Wealthbox currently lists 4 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 Wealthbox connect to other apps through Coherence?

Yes. A workflow can combine supported Wealthbox 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 Wealthbox?

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 Wealthbox?

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