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 Xero to Coherence.

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

Beautiful accounting software. 13 triggers can start a workflow, and 22 actions can run inside one.

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New ContactCreate a Coherence record

A Coherence record changes

Create or Update Contact

New or Updated ContactUpdate a Coherence record

A Coherence workflow runs

Create or Update Invoice

TRIGGERS AND ACTIONS

Everything Xero can do in a workflow.

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

Triggers · 13New ContactNew or Updated ContactNew Sales InvoiceUpdated Sales InvoiceNew Bank TransactionNew PaymentNew Purchase OrderNew Reconciled PaymentUpdated QuoteNew BillNew Credit NoteNew ProjectNew Quote

Actions · 22Create or Update ContactCreate or Update InvoiceAllocate Credit Note to InvoiceCreate Bank TransferCreate New Quote DraftSend Sales Invoice by EmailCreate BillCreate PaymentCreate Purchase OrderUpdate Purchase OrderUpload AttachmentAdd Items to Existing Sales InvoiceCreate Credit NoteCreate Inventory ItemCreate ProjectUpdate Sales InvoiceCreate Repeating Sales InvoiceFind ContactFind InvoiceFind ItemFind Purchase OrderCustom 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 Xero.

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

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

Starts with · New Contact
or New or Updated ContactFinishes with · Create or update a Coherence record

Act in Xero from a Coherence workflowUse a change in Coherence to run a supported Xero 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 or Update Contact
or Create or Update Invoice

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

Starts with · New Contact
or New or Updated Contact

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

SET UP

How to connect Xero.

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

1Connect the accountAuthorize the Xero 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 Xero 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

Xero integration questions.

What can I automate with the Xero integration?

Xero currently provides 13 triggers that can start a workflow and 22 actions a workflow can run. Use those building blocks to keep financial events visible beside the customer, vendor, or project they affect.

How many Xero triggers and actions are available?

Xero currently lists 13 triggers and 22 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 Xero connect to other apps through Coherence?

Yes. A workflow can combine supported Xero 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 Xero?

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 Xero?

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