Automatically sync transaction data, customer purchase behavior, and revenue patterns from Square into Totango to power customer health scores and retention strategies. Stop manually exporting payment reports or piecing together customer spend from spreadsheets.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically flow payment volume, transaction frequency, and average order value from Square into Totango account profiles. Keep health scores current based on actual purchase behavior without manual exports or data entry.
Monitor transaction trends by customer in Square and automatically launch targeted success plays in Totango when spend drops below thresholds. Surface at-risk accounts to CS teams before they churn based on real payment patterns.
Send product catalog purchases, SKU-level transaction details, and inventory movement from Square to Totango customer records. Give CS teams visibility into what customers actually buy to personalize upsell conversations and success programs.
Automatically create and send Square invoices when Totango identifies upsell-ready accounts based on health score, product adoption, or lifecycle stage. Convert CS insights into revenue actions without manual handoffs to finance.
Aggregate total revenue, refund rates, and payment method data from Square into Totango customer profiles. Build cohort reports and segment customers by actual spend patterns to prioritize CS resources and identify high-value accounts.
Sync customer lifecycle milestones, renewal dates, and account status from Totango back to Square customer records. Keep payment system data aligned with CS workflows for accurate invoicing and revenue recognition.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Square 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 understands Square transaction schemas and Totango health score models — mapping payment events, customer spend patterns, and revenue metrics to the right accounts and attributes automatically.
Redbird natively understands Square's transaction objects, payment types, refund events, and location-based revenue alongside Totango's account hierarchies, health score components, and success play triggers. The AI automatically maps customer identifiers across both systems, normalizes revenue data for health scoring, and routes purchase behavior to the right account attributes. No need to manually configure field mappings or build custom scripts to translate payment events into CS signals.
faster than exporting Square reports and uploading to Totango manually
Redbird can pull from Square 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 Square 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 Square into Totango, or from Totango back into Square. 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 payment event in Square or customer success milestone in Totango — Redbird handles the rest.
Fires when a customer completes a transaction in-person or online through Square.
Triggers when a refund is processed for a previous Square payment.
Fires when a Square invoice is marked paid or becomes overdue.
Add a new customer profile to Square with contact and payment details.
Generate and send a Square invoice to a customer with line items and payment terms.
Modify customer profile fields, tags, or account status in Square.
Fires when a customer's health score crosses defined thresholds in Totango.
Triggers when an account moves to a new stage like onboarding, renewal, or at-risk.
Fires when a customer completes or exits an automated success program in Totango.
Modify custom fields, revenue data, or metadata on a Totango customer account.
Enroll a customer in an automated touchpoint sequence or retention campaign.
Assign a follow-up action to a customer success manager for a specific account.
Stop manually syncing payment data into customer success workflows. Redbird connects Square and Totango so revenue patterns automatically inform retention strategies and health scores.