Automate the flow between your design platform and ERP system. Stop manually exporting financial data to build reports, updating presentations with revenue figures, or recreating charts from NetSuite dashboards in Canva.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When period close completes in NetSuite, automatically populate Canva presentation templates with P&L summaries, revenue breakdowns, and variance analysis. Redbird extracts the financial data, formats charts and tables, and updates your board deck template without manual data entry.
Sync item records, pricing, and availability from NetSuite to auto-update Canva product sheets and catalogs. When inventory attributes or prices change, Redbird refreshes the corresponding design assets so marketing always has current product information.
When marketing teams publish final designs in Canva, log asset details, URLs, and approval status to related campaign or project records in NetSuite. Keeps your ERP system of record updated with creative deliverable tracking without double-entry.
Pull sales metrics, top customers, and territory performance from NetSuite saved searches into branded Canva infographic templates. Redbird transforms raw ERP data into visual sales reports for internal dashboards and customer-facing materials automatically on schedule.
When new customers are set up in NetSuite, auto-create personalized welcome packets and onboarding materials in Canva using customer name, contract terms, and account details. Scales personalized collateral production without manual design work for each new account.
Automatically store approved Canva designs in NetSuite's file cabinet, organized by campaign, department, or product category. Redbird maintains version history and links assets to relevant ERP records for centralized asset management and compliance.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Canva and NetSuite 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 understands both Canva's design object model and NetSuite's complex record structures, so you can automate visual content creation from your ERP without custom development.
Redbird maps NetSuite's transaction records, saved searches, custom fields, and multi-subsidiary structures directly to Canva templates, text elements, charts, and brand kits. The AI handles data formatting, currency conversions, and date localization automatically. Whether you're pulling from consolidated financial statements or item fulfillment records, Redbird transforms ERP data into design-ready content that populates your templates intelligently.
faster than exporting NetSuite reports to CSV and manually rebuilding charts in Canva
Redbird can pull from Canva and NetSuite 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 Canva or NetSuite.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Canva into NetSuite, or from NetSuite back into Canva. 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 design publishing events in Canva or financial record updates in NetSuite.
Fires when a Canva design is published or moved to a specific folder.
Triggers when brand colors, fonts, or logos are modified in Canva brand settings.
Activates when a new template is shared or permissions change on existing templates.
Generates a new Canva design from a specified template with dynamic data population.
Modifies specific text boxes, headlines, or data fields in existing Canva designs.
Exports design as PDF, PNG, or other format and saves to specified location.
Fires when a financial period is locked in NetSuite, signaling final numbers are ready.
Triggers when a scheduled NetSuite saved search identifies new or updated records.
Activates when inventory items, pricing, or product details are modified in NetSuite.
Uploads files to NetSuite file cabinet with proper folder structure and metadata.
Modifies campaign, project, or other custom record fields with asset tracking data.
Executes a NetSuite saved search and returns results for downstream processing.
Connect Canva and NetSuite to automate financial reporting, product catalog updates, and design workflows that currently require manual data exports and template updates.