Stop manually exporting transaction data to track customer health. Redbird AI automatically syncs PayPal payment activity, subscription changes, and revenue metrics into Totango, giving your customer success team real-time visibility into payment behavior and account health.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically flag at-risk accounts in Totango when PayPal detects failed payments, chargebacks, or declined subscription transactions. Trigger CS playbooks for payment recovery before churn occurs.
Keep customer success teams aligned with actual payment activity by flowing PayPal transaction totals, payment frequency, and MRR changes directly into Totango account records. Eliminates weekly finance exports and manual data entry.
Automatically kick off onboarding campaigns, upsell workflows, or renewal touchpoints in Totango when specific PayPal invoices are paid. Perfect for milestone-based CS programs tied to payment events.
Send payment team notifications when Totango health scores drop below thresholds for accounts with recurring PayPal billing. Enables proactive outreach before cancellations hit revenue.
Surface payment friction signals in customer success workflows by appending PayPal dispute counts, chargeback reasons, and refund history to Totango customer profiles. Helps CS teams understand payment experience issues.
Automatically build cross-system dashboards that correlate customer engagement metrics from Totango with payment performance from PayPal. Identify which accounts show strong health but declining spend, or vice versa.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize PayPal and Totango 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 PayPal's transaction schemas and Totango's customer success data model, so you can automate workflows between payment operations and customer health tracking without custom code.
Redbird automatically recognizes PayPal transaction types, subscription events, invoice statuses, and payment methods, then intelligently maps them to Totango health attributes, account hierarchies, and success milestones. The platform understands how to join payment customer IDs with Totango account records, normalize currency and revenue fields, and append transaction metadata to the right customer profiles. No need to manually configure field mappings or write transformation scripts.
faster than exporting PayPal CSVs and importing to Totango manually
Redbird can pull from PayPal and Totango 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 PayPal or Totango.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from PayPal into Totango, or from Totango back into PayPal. 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 payment event in PayPal or customer milestone in Totango, and execute actions across both platforms.
Fires when a customer completes a transaction or invoice payment through PayPal.
Triggers when a recurring PayPal subscription payment is declined or fails to process.
Activates when a customer initiates a dispute, chargeback, or payment reversal in PayPal.
Pull detailed payment records, transaction volumes, and fee data for specific customers or date ranges.
Generate and deliver PayPal invoices to customers programmatically based on external triggers.
Modify recurring billing details, pause subscriptions, or update payment plans in PayPal.
Fires when a customer's health score in Totango crosses defined thresholds or changes status.
Activates when a customer enters a specific lifecycle campaign or automated touchpoint in Totango.
Triggers when a customer account reaches a specified number of days before contract renewal.
Write revenue metrics, payment status, or transaction counts to custom fields on Totango customer records.
Assign CS team tasks or log customer interactions in Totango based on payment events.
Enroll accounts into targeted success plays or lifecycle programs based on payment behavior.
See how Redbird AI syncs PayPal payment data with Totango customer success workflows in minutes. Stop waiting on finance exports and start automating the connection between revenue and retention.