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Building with Coherence + [Partner]: Complete Integration Guide

DEV Community·Keith Fawcett·27 days ago
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Building with Coherence + [Partner]: A Complete Integration Guide Overview This guide walks through setting up a bidirectional sync between Coherence CRM and [Partner], enabling: Real-time data consistency Automated workflow triggers Unified reporting Prerequisites Coherence account (Pro tier) [Partner] account Coherence API key [Partner] API key Setup Step 1: Create Integration User const integrationUser = await coherence . users . create ({ name : ' Partner Integration ' , email : ' integration@[yourcompany].com ' , role : ' integration ' , permissions : [ ' leads:read ' , ' deals:write ' ] }); Enter fullscreen mode Exit fullscreen mode Step 2: Configure Webhooks await coherence . webhooks . create ({ url : ' https://[partner].com/webhooks/coherence ' , events : [ ' deal.created ' , ' deal.stage_changed ' , ' lead.converted ' ], secret : process . env . WEBHOOK_SECRET }); Enter fullscreen mode Exit fullscreen mode Step 3: Sync Logic app .…

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