Automate the flow of financial data, customer updates, and transaction alerts between your ERP and email. Stop manually sending invoice notifications, copying order details into emails, or exporting customer lists for outreach campaigns.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Trigger personalized payment reminder emails when invoices become overdue in NetSuite. Include invoice details, payment links, and account history automatically formatted for each customer contact.
Capture new business contacts from incoming Outlook emails and create corresponding customer records in NetSuite. Enrich with email communication history and automatically assign account ownership based on sender patterns.
Send immediate email notifications to accounting stakeholders when purchase orders, expense reports, or journal entries exceed approval limits. Include transaction details, approval links, and budget impact analysis.
Keep Outlook contact groups synchronized with NetSuite customer segments for targeted email campaigns. Update distribution lists when customers change status, region, or account tier in your ERP.
Automatically attach email threads and meeting summaries from Outlook to corresponding customer, opportunity, or case records in NetSuite. Maintain complete communication history within your system of record.
Generate and email formatted accounts receivable aging summaries to your collections team each morning. Include customer payment history, outstanding invoice details, and recommended follow-up actions based on NetSuite data.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize NetSuite and Outlook 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 NetSuite's financial schemas and Outlook's messaging structure, so you can route ERP data into communications without custom development.
Redbird maps NetSuite transaction records, customer hierarchies, and financial dimensions to Outlook contacts, email templates, and calendar events automatically. Our AI understands invoice line items, subsidiary structures, custom fields, and payment terms — then formats them for professional email communication. No need to write scripts that parse saved searches or build custom email formatters.
faster than exporting NetSuite reports and manually sending emails
Redbird can pull from NetSuite and Outlook 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 NetSuite or Outlook.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from NetSuite into Outlook, or from Outlook back into NetSuite. 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 NetSuite transaction event or Outlook email activity and route data intelligently across both systems.
Fires when a NetSuite invoice passes its due date without payment.
Triggers when a new sales order total surpasses a specified amount.
Activates when customer status, category, or custom fields change.
Add a new customer to NetSuite with contact details and account settings.
Append notes or update memo fields on invoices, orders, or payments.
Execute a NetSuite saved search and retrieve results for downstream processing.
Fires when an email arrives from a specified domain or contact.
Triggers when a calendar event is created with a specific attendee.
Activates when an email contains an attachment matching specified criteria.
Compose and send an Outlook email using dynamic data and template variables.
Schedule a meeting with attendees, location, and agenda details.
Update Outlook distribution lists or contact groups with new members.
Start automating between NetSuite and Outlook today. Route financial data into customer communications and capture email intelligence back into your ERP without code.