Sync QuickBooks to Totango automatically and surface financial health signals in your customer success workflows. Stop manually exporting payment data, chasing down invoice status, or building spreadsheets to connect revenue to retention.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Trigger Totango health score drops and automated outreach plays whenever customer invoices become 30, 60, or 90 days past due. Give your CS team early visibility into payment friction before it impacts renewal conversations.
Sync invoice totals, payment frequency, and revenue trends from QuickBooks into Totango account records. Empower CS teams to prioritize high-value accounts and tailor engagement based on actual financial contribution.
Automatically adjust health metrics when monthly recurring revenue increases, downgrades occur, or one-time purchases indicate expansion. Keep health scoring models aligned with real-time financial performance.
When CS teams mark upsell opportunities as closed-won in Totango, automatically generate corresponding invoices in QuickBooks with proper line items and payment terms. Eliminate handoff delays between CS and finance teams.
Automatically generate reports showing payment status, overdue balances, and customer health scores side-by-side. Give leadership a unified view of financial and engagement risk across the customer base.
When customers pay overdue invoices or resolve payment issues, automatically update corresponding support plays and remove billing-related risk flags in Totango. Keep CS workflows current without manual status checks.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize QuickBooks 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 QuickBooks financial schemas and Totango's customer success data models, translating between accounting records and health scoring attributes automatically.
Redbird maps QuickBooks invoice objects, payment transactions, customer records, and revenue line items to Totango's account profiles, health attributes, and success milestones. The AI handles currency formatting, date normalization, and aggregating transaction histories into meaningful customer metrics. When payment terms, aging buckets, or contract values change in QuickBooks, Redbird translates those into the health signals and lifecycle triggers your CS team relies on in Totango.
faster than exporting QuickBooks reports and manually updating Totango accounts
Redbird can pull from QuickBooks 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 QuickBooks 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 QuickBooks into Totango, or from Totango back into QuickBooks. 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 invoice change, payment event, or customer success milestone across QuickBooks and Totango.
Fires when an invoice passes its due date without payment received.
Triggers when a customer payment is recorded against an invoice or account balance.
Fires when a new invoice is generated for any customer in QuickBooks.
Generate a new invoice with line items, payment terms, and customer details.
Modify customer attributes, payment terms, or contact information in QuickBooks.
Log a payment transaction against an outstanding invoice or account balance.
Fires when a customer's health score falls below a configured value.
Triggers when a customer account reaches a specified number of days before renewal date.
Fires when an automated or manual success playbook finishes execution for an account.
Modify custom fields, revenue data, or segment assignments on a Totango account record.
Manually override or adjust the calculated health score for a specific customer.
Launch an automated touchpoint sequence or workflow for a customer account.
Sync QuickBooks with Totango in minutes and start automating financial health signals across your customer success workflows. Stop manually bridging finance and CS data.