Sync product usage data with financial records to understand which customer behaviors drive revenue. Stop manually exporting interaction data to match against invoices, subscriptions, and customer lifetime value.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically enrich Xero contact records with Heap behavioral data showing product engagement during trial periods. Surface which features correlate with paid conversions and identify high-intent prospects based on usage patterns before they subscribe.
Combine Heap's behavioral segments with Xero's invoice and payment data to calculate revenue per user cohort. Understand which product flows and feature sets generate the highest customer lifetime value and inform product roadmap decisions with financial outcomes.
Monitor Xero for overdue invoices or failed payments from customers Heap identifies as power users. Trigger proactive outreach to retain valuable accounts before churn, prioritizing customers with strong product engagement and subscription history.
Merge Heap interaction frequency, feature adoption, and session depth with Xero payment timeliness and subscription tenure. Create composite health metrics that reflect both product engagement and financial relationship strength for customer success teams.
When customers upgrade or downgrade plans in Xero, automatically pull their Heap behavioral data from the preceding 30 days. Identify which product interactions predict plan changes and optimize upgrade prompts based on usage signals.
Combine Heap's funnel and journey data with Xero revenue by customer to understand which acquisition paths and onboarding flows generate the most profitable customers. Automatically generate executive reports showing revenue attribution by product experience.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Heap and Xero 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 event schemas and interaction metadata alongside Xero's financial objects, automatically mapping user behaviors to customer accounts, invoices, and payment history.
Redbird's AI natively parses Heap's autocaptured event streams, user properties, and behavioral segments while understanding Xero's contact records, invoice line items, payment statuses, and subscription structures. It automatically matches customer identifiers across systems, handles behavioral aggregations for financial periods, and resolves discrepancies between product user IDs and billing contacts. The platform interprets complex queries like 'show revenue from customers who completed onboarding within 7 days' without custom code or manual joins.
faster than exporting Heap CSVs and matching to Xero reports in spreadsheets
Redbird can pull from Heap and Xero 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 Xero.
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 Xero, or from Xero 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 automations from any user interaction in Heap or financial event in Xero, then take action across your entire stack.
Fires when a user successfully progresses through a defined funnel sequence in Heap.
Triggers when a user enters or exits a behavioral segment based on interaction patterns.
Activates when a user session surpasses a specified time threshold indicating deep engagement.
Retrieve complete interaction history for a specific user across a defined time period.
Extract funnel completion rates and drop-off points for specific user segments.
Extract custom user properties derived from interaction patterns and feature usage.
Fires when a payment is recorded against an invoice in Xero, updating account balance.
Triggers when an invoice passes its due date without full payment being received.
Activates when a new customer or supplier contact is added to the Xero organization.
Modify custom field values on Xero contact records with external data like usage metrics.
Pull complete invoicing and payment history for a specific contact across all time periods.
Export profit and loss, balance sheet, or custom report data for specific date ranges.
Link product behavior to revenue outcomes by connecting Heap and Xero. Understand which user interactions drive subscription growth and customer value without manual data exports.