Sync payment activity, transaction data, and revenue trends from Square directly into Gainsight customer health scores and success workflows. Stop manually exporting Square reports to update account health, track expansion signals, or trigger renewal plays.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull Square transaction data and revenue trends into Gainsight health scorecards. When payment volume drops or refund rates spike, adjust health scores and trigger at-risk plays without manual data review.
Monitor Square sales data for accounts hitting revenue milestones or expanding to multiple locations. Automatically create Gainsight success plays and CTAs when customers show growth signals worth an upsell conversation.
Track Square transaction frequency and payment volume by customer account. When activity falls below historical averages for 30+ days, create high-priority Gainsight CTAs and notify the account owner immediately.
Pull Square sales performance, payment trends, and location-level data into Gainsight QBR templates automatically. Build executive business reviews showing actual product usage, revenue growth, and seasonal patterns without manual report aggregation.
When renewal or expansion opportunities move to closed-won in Gainsight, automatically generate Square invoices with correct line items, payment terms, and customer details. Eliminate duplicate data entry between CS and finance workflows.
Push Gainsight customer segments, lifecycle stage, and health status into Square customer profiles as tags and custom attributes. Enable sales teams to see CS context at point-of-sale and tailor interactions based on account health.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Gainsight and Square 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 both Gainsight's customer success data model and Square's payment and transaction schemas, so you can connect revenue activity to retention workflows without custom API work.
Redbird maps Square's transaction objects, payment methods, refund events, and location hierarchies to Gainsight's account structure, health scorecards, CTA types, and success plan frameworks. The platform recognizes when Square customer IDs need matching to Gainsight company records, translates payment volume into health metrics, and handles timezone and currency differences across both systems. No middleware or custom field mapping required.
faster than exporting Square CSV reports and manually updating Gainsight scorecards
Redbird can pull from Gainsight and Square 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 Gainsight or Square.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Gainsight into Square, or from Square back into Gainsight. 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 customer success events in Gainsight or payment activity in Square, then take action across both platforms.
When a customer account's health score drops to yellow or red in Gainsight.
When a customer completes or misses a success plan objective or milestone.
When a renewal or expansion opportunity moves to a new pipeline stage.
Generate a call-to-action for the CSM with context and priority level.
Modify specific health score measures or overall account health status.
Add an entry to the customer timeline with external system context.
When Square completes a payment transaction for a customer account.
When a refund is processed through Square for any transaction.
When cumulative payment volume for a customer crosses a defined dollar amount.
Generate a new Square invoice with line items, customer details, and payment terms.
Modify Square customer record with tags, notes, or custom attribute values.
Generate and send a Square payment link to a customer email address.
See how Redbird AI syncs Gainsight and Square in minutes. Stop copying payment data into health scores and start automating customer success workflows with real-time revenue intelligence.