Sync procurement and spend data with customer success workflows automatically. Stop manually exporting invoice records, cross-referencing contract spend against health scores, or building one-off reports to connect what customers pay with how they engage.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Track invoice volume, payment timing, and procurement activity by customer account in Coupa, then flow that spend data into Totango as custom health metrics. Surface payment delays, declining purchase order frequency, or seasonal spend drops directly in your CS dashboard to trigger proactive outreach.
Monitor customer health score changes, churn risk flags, and renewal status in Totango, then automatically notify finance teams in Coupa when at-risk accounts create new purchase orders or have pending invoices. Enable tighter credit management and collaborative retention strategies before contracts expire.
Pull total contract value, year-over-year spend trends, and category-level procurement data from Coupa into Totango customer profiles. Give CS teams complete visibility into purchasing behavior, expansion potential, and spend velocity without requesting finance reports.
Combine Coupa's spend analytics by customer, department, and supplier category with Totango's engagement metrics, feature adoption rates, and NPS scores. Build automated reports that show how procurement activity correlates with product usage and satisfaction, revealing true expansion opportunity.
Detect meaningful changes in purchase order volume, invoice frequency, or supplier mix in Coupa, then automatically launch targeted success plays in Totango. Deploy check-in campaigns when spending drops, expansion plays when procurement increases, or renewal prep when contract activity slows.
Monitor Totango for churn events, downgrades, or negative health score trends, then flag or update related supplier and customer records in Coupa. Ensure finance teams have current relationship status when processing invoices, managing payment terms, or forecasting receivables.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Coupa 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 understands how Coupa's procurement entities and spend hierarchies map to Totango's customer accounts and success workflows, so your data flows where it needs to without transformation work.
Redbird's AI natively interprets Coupa's purchase order structures, invoice line items, supplier relationships, and spend categorizations alongside Totango's account hierarchies, health score models, touchpoint histories, and lifecycle stages. It automatically maps customer entities across systems, aggregates spend by Totango account, and translates procurement events into actionable CS signals. No need to build custom field mappings or write transformation logic for contract values, payment behavior, or departmental spending patterns.
faster than exporting Coupa CSVs and manually matching spend to Totango accounts
Redbird can pull from Coupa 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 Coupa 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 Coupa into Totango, or from Totango back into Coupa. 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 workflows from procurement events in Coupa or customer lifecycle changes in Totango — Redbird handles the rest.
Fires when a customer submits a new PO through Coupa's procurement system.
Triggers when invoice moves to paid, overdue, or disputed status for any customer account.
Activates when AP team approves a supplier invoice tied to a customer engagement or contract.
Add new suppliers or modify existing records with updated relationship status and metadata.
Apply custom tags to POs based on customer health, segment, or lifecycle stage from Totango.
Pull aggregated spend analytics filtered by specific customer accounts or segments.
Fires when account health moves between red, yellow, or green zones in Totango.
Activates at defined intervals before contract renewal date for any customer account.
Triggers when automated customer touchpoint sequence finishes or reaches terminal state.
Modify Totango account properties with spend data, invoice counts, or procurement metrics from Coupa.
Initiate automated touchpoint campaign based on procurement behavior or spending patterns.
Generate action items for customer success managers when procurement signals require attention.
See how Redbird AI connects Coupa's procurement data with Totango's customer success workflows. Stop building manual spend reports and start automating insights that drive retention.