Redbird AI syncs behavioral data from Heap with transaction records in Square, so you can see how digital interactions drive in-store and online purchases. Stop manually exporting CSVs to connect customer journeys with revenue outcomes.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When a transaction completes in Square, Redbird pulls the customer's Heap interaction history and appends it to the payment record. Teams can see which touchpoints, product pages, or email clicks preceded each purchase without manual data merging.
Redbird monitors Square for customers who cross revenue thresholds or purchase frequency milestones, then creates matching behavioral segments in Heap. Product and marketing teams can analyze how top spenders navigate your digital experience without exporting transaction lists.
Redbird compares Heap funnel completion rates with Square transaction volume in real time. When payments drop but site traffic holds steady, it flags potential checkout friction or payment processing issues before revenue impact compounds.
When Square processes a refund, Redbird logs it as a custom event in Heap tied to that customer's profile. Product teams can retroactively analyze what interactions or product flows correlate with returns and dissatisfaction.
Redbird joins Heap session data with Square location IDs to build per-store conversion reports. Retail operations teams see which physical locations drive the most online browsing and which digital flows convert best for each store's customer base.
When a new customer makes their first Square purchase, Redbird queries Heap for their earliest recorded session and writes that timestamp to Square. Sales teams can distinguish brand-new customers from those with longer consideration journeys.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Heap 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 understands Heap's auto-captured event schemas and Square's transaction structures, so you can connect behavioral insights with payment data without custom ETL pipelines.
Redbird reads Heap's session properties, user segments, conversion funnels, and interaction events, then matches them to Square's transaction records, customer profiles, payment methods, and location data. It handles identity resolution between Heap's anonymous sessions and Square's customer IDs, timestamps payment events against behavioral timelines, and preserves attribution across in-person and online channels. You get complete customer journey visibility from first click to final sale.
faster than exporting Heap CSVs and matching transaction IDs in spreadsheets
Redbird can pull from Heap 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 Heap 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 Heap into Square, or from Square 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 payment event in Square, then update records in either system automatically.
Fires when a user reaches the final step of a defined funnel in Heap.
Triggers when a user enters a behavioral segment based on interaction patterns.
Fires when session duration, page views, or interaction count crosses a defined limit.
Log a custom event in Heap tied to a specific user profile or session.
Append or modify user property fields with external data like transaction values.
Place a user into a predefined Heap segment for targeting or analysis.
Fires when Square successfully processes a card, cash, or digital wallet payment.
Triggers when a full or partial refund is processed for a transaction.
Fires when a customer profile is added to Square for the first time.
Append custom attributes or notes to an existing Square customer record.
Generate and send a new invoice to a customer based on external triggers.
Add custom fields or tags to a Square payment record for enhanced reporting.
See how Redbird AI connects Heap and Square to give you complete visibility from digital interaction to transaction close. Stop reconciling behavioral and payment data manually.