Sync customer actuals, expansion forecasts, and health signals between your planning models and success platform. Stop manually exporting customer revenue data from Anaplan or rebuilding retention forecasts from Totango CSVs.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Push realized ARR and expansion revenue from Anaplan models directly into Totango customer records. Update health score calculations automatically when financial actuals show growth or contraction. Ensure CS teams see the same revenue numbers finance is using for planning.
Pull customer health scores, at-risk flags, and predicted churn from Totango into Anaplan retention planning models. Update revenue forecasts as customer engagement changes. Replace static churn assumptions with live customer success signals.
Trigger Totango success plays when Anaplan shows budget cuts or revised targets for specific customer segments. Notify account teams when planned support investments change. Keep customer-facing programs aligned with updated financial plans.
Stream usage patterns, feature adoption rates, and engagement scores from Totango into Anaplan customer cohort models. Calculate expansion opportunity by combining financial performance with product engagement. Model how usage trends affect renewal rates across segments.
Import account distribution, CSM assignments, and customer portfolio sizes from Totango into Anaplan capacity models. Rebalance headcount plans when high-touch customer counts shift. Align CS hiring forecasts with actual account loads and expansion targets.
Combine Anaplan revenue actuals with Totango health scores and renewal pipeline data into consolidated dashboards. Compare planned vs actual retention by segment with context from customer engagement. Create executive reports that blend financial performance with CS metrics.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan and Totango with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird AI understands Anaplan's dimensional planning structures and Totango's customer lifecycle models — so you can map financial actuals to health scores without rebuilding your schema.
Redbird reads Anaplan's multidimensional models, line items, versions, and driver hierarchies alongside Totango's account attributes, health components, and success milestones. Map ARR actuals from planning versions to customer records, sync cohort-level metrics to model inputs, and route engagement scores into the right forecast dimensions — without hardcoding dimension IDs or mapping CSV columns. The AI handles schema differences between planning models and customer success platforms automatically.
faster than exporting Anaplan actuals and manually updating Totango customer fields
Redbird can pull from Anaplan and Totango simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Anaplan or Totango.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Anaplan into Totango, or from Totango back into Anaplan. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from forecast updates in Anaplan or customer health changes in Totango — and update either system with live data.
Fires when a new forecast version or scenario is published in Anaplan.
Triggers when actual financial results are loaded into planning models.
Detects updates to drivers, growth rates, or retention assumptions in models.
Write data to specific cells, modules, or lists in Anaplan models.
Add new dimension members or modify attributes in Anaplan lists.
Trigger saved Anaplan import processes or export data extracts programmatically.
Fires when a customer's composite or component health score crosses thresholds.
Triggers when an account enters at-risk status or churn prediction changes.
Detects upcoming renewals based on contract end dates or lifecycle stage.
Write ARR, segment, or custom financial fields to Totango account records.
Trigger automated touchpoints, email sequences, or CSM tasks based on planning changes.
Assign follow-up tasks to CS teams when forecast variance affects customer plans.
Sync Anaplan and Totango in minutes. Align financial planning with customer success metrics and stop reconciling revenue data across systems manually.