Automate the flow between product analytics and financial data. Stop manually exporting user behavior data to reconcile with revenue, or pulling customer lists to analyze product engagement by account value.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically enrich Heap user profiles with customer lifetime value, subscription tier, and payment status from QuickBooks. Analyze which product features drive the most value from high-paying customers and identify usage patterns that predict revenue growth.
Pull conversion funnel completion rates, feature adoption metrics, and user engagement scores from Heap into QuickBooks as custom fields. Build financial reports that combine revenue performance with product usage health for investor and board updates.
Monitor product usage patterns for customers above a revenue threshold in QuickBooks. Automatically notify your finance or success team when active sessions drop, key features go unused, or churn risk patterns emerge before renewal dates.
Create dynamic customer segments in QuickBooks based on Heap behavioral data like feature adoption, session frequency, and conversion milestones. Enable your finance team to adjust pricing, identify upsell opportunities, or apply discounts based on actual product engagement.
When a new customer is added or an invoice is paid in QuickBooks, instantly create or update their profile in Heap with account details, subscription tier, and contract value. Ensure product analytics are connected to revenue context from day one.
Calculate true customer profitability by combining revenue, costs, and payment data from QuickBooks with support touchpoint frequency, onboarding completion, and help center usage from Heap. Identify which customer segments are most profitable after accounting for engagement costs.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Heap and QuickBooks 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 Heap's event stream schemas and QuickBooks' accounting object models, so you can connect product behavior to financial reality without custom data pipelines.
Redbird maps Heap's user properties, event taxonomies, and behavioral segments to QuickBooks' customer records, invoice line items, and transaction histories. Our AI handles schema mismatches like mapping Heap user IDs to QuickBooks customer names, converting event timestamps to accounting periods, and aggregating session-level data into monthly financial metrics. No need to build custom ETL jobs or maintain fragile CSV exports between systems.
faster than exporting CSVs and manually joining user behavior with customer revenue data
Redbird can pull from Heap and QuickBooks 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 Heap or QuickBooks.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Heap into QuickBooks, or from QuickBooks back into Heap. 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 any user interaction in Heap or financial event in QuickBooks, then automate what happens next.
Fires when a user completes a defined conversion funnel in Heap.
Triggers when a user enters or exits a behavioral segment based on interaction patterns.
Detects when a previously active user hasn't logged a session in a defined timeframe.
Add new users to Heap or update existing profiles with custom properties and attributes.
Programmatically assign users to segments based on external data or events.
Send custom events to Heap from external systems to enrich behavioral analysis.
Fires when a customer payment is recorded against an invoice in QuickBooks.
Triggers when a new customer record is added to QuickBooks.
Detects when an invoice passes its due date without payment.
Generate new invoices in QuickBooks with line items, due dates, and customer details.
Modify customer profiles with custom fields, notes, or category assignments.
Log expenses or costs against specific customers, projects, or categories in QuickBooks.
Sync Heap with QuickBooks to stop manually connecting product behavior and financial performance. Start automating the workflows that connect your analytics and accounting teams.