Connect Maxio to your AI agent

E-commerce 177 actions available

Subscription billing and revenue management platform (formerly Chargify)

We set up the connection using your own Maxio account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Maxio

Each one is a real action the agent can take on its own, the same things a person clicking around Maxio could do. Read-only by default; write actions are confirmed against your policy.

  • Allocate Component Creates an allocation for a component on a subscription. Use when you need to allocate quantities of a metered, quantity-based, or on/off component to a subscription. This action is commonly used to: - Add a new compone…
  • Apply Coupons to Subscription Applies one or more coupons to a subscription. Use when you need to apply promotional discounts or coupon codes to an existing subscription. The coupon must be valid and not expired for the operation to succeed.
  • Archive Component Archives a component to prevent new allocations. Use this action when you need to stop allowing new component allocations while keeping existing allocations active. This action is irreversible — once archived, the compo…
  • Archive Component Price Point Archives a component price point, making it inactive. Use when you need to deactivate a price point that is no longer needed but should not be permanently deleted. Archived price points are no longer available for new s…
  • Archive Coupon Archives a coupon to prevent new uses. Use this action when you need to deactivate a coupon while preserving its redemption history. This action is irreversible — once archived, the coupon cannot be used for new subscri…
  • Archive Offer Archives an offer to prevent new subscriptions from using it. Use this action when you need to deactivate an offer while preserving existing subscriptions. This action is irreversible — once archived, the offer cannot b…
  • Archive Product Archives a product to prevent new subscriptions from being created. Use this action when you need to stop accepting new subscriptions for a product while keeping existing subscriptions active. This action is irreversibl…
  • Archive product price point Archives a product price point by its ID. Use when you need to deactivate and archive a price point that is no longer needed. Archived price points cannot be used for new subscriptions but existing subscriptions will co…
  • Cancel Delayed Cancellation Cancels a scheduled cancellation on a subscription. Use when a user wants to undo a previously scheduled cancellation before it takes effect. This action is reversible only before the scheduled cancellation time passes.
  • Clone Component Price Point Clones an existing component price point to create a new one. Use this action when you need to duplicate a price point with all its pricing configuration, optionally providing a new name for the cloned version. The clon…
  • Bulk Create Product Price Points Creates multiple product price points in a single API call. Use when you need to set up several pricing options for a product at once, such as creating tiered pricing plans (e.g., Basic, Standard, Premium) with differen…
  • Create Component Creates a new component within a product family in Chargify. Use when you need to add billing components like metered usage, quantity-based pricing, on/off toggles, prepaid usage, or event-based components to a product…
  • Create Component Price Point Creates a price point for a component in Maxio Advanced Billing. Use this action when you need to define a new pricing configuration (such as per-unit, tiered, volume, or stair-step pricing) for a component. This action…
  • Create Coupon Subcodes Creates multiple subcodes for an existing coupon in Maxio Advanced Billing. Use when you need to add additional coupon codes for tracking, segmentation, or allowing multiple uses of a coupon. Subcodes are tied to the pa…
  • Create Customer Creates a new customer in Maxio/Chargify with the required fields: first_name, last_name, and email. Use this action when you need to add a new customer to your billing system. Optional fields like organization, referen…
  • Create Webhook Endpoint Creates a new webhook endpoint in Maxio Advanced Billing. Use when you need to register a new webhook endpoint to receive event notifications.
  • Create Invoice Creates a one-time invoice for a subscription with custom line items. Use when you need to bill a customer for a one-time charge or custom amount that is not part of their regular subscription. The invoice can include m…
  • Create Metadata Creates metadata values for a resource in Maxio/Chargify Advanced Billing. Use this action when you need to attach custom key-value metadata to customers, subscriptions, or sites to store additional information. Note: I…
  • Create Metafields Creates metafield definitions for a resource type. Use this action when you need to define custom fields that can be attached to resources like customers, subscriptions, or products. After creating a metafield definitio…
  • Create or Update Coupon Currency Prices Tool to create or update currency prices for a coupon in Maxio. Use when you need to set or modify the pricing of a coupon across different currencies. This action is idempotent - calling it will replace all existing cu…
  • Create Payment Profile Creates a new payment profile for a customer in Maxio (Chargify). Use when you need to add a new credit card or payment method to a customer's account. The payment profile stores card details securely and returns a vaul…
  • Create Prepaid Usage Component Creates a prepaid usage component for pre-purchased units. Use when you need to create a component that allows customers to prepay for usage-based charges such as SMS credits, API calls, or storage units. The component…
  • Create Prepayment Creates a prepayment for a subscription. Prepayments allow customers to add funds to their account in advance, which are then applied to future invoices. Use this action when a customer wants to prepay for services, mak…
  • Create Product Tool to create a new product within a product family in Maxio. Use when you need to add a new subscription product to an existing product family for billing purposes. This action is useful for setting up subscription bi…
  • Create Product Family Creates a new product family in Maxio/Chargify. Product families are top-level containers used to organize products and related components. Use this action when you need to create a new product category or family groupi…
  • Create Product Price Point Creates a price point for a product in Maxio Advanced Billing. Use this action when you need to define a new pricing configuration (such as monthly, annual, or trial pricing) for a product. Price points determine the bi…
  • Create Proforma Invoice Creates a proforma invoice for a subscription. A proforma invoice is a preliminary invoice that shows the expected charges before a final invoice is generated. Use when you need to preview or share expected billing amou…
  • Create Quantity Based Component Creates a quantity-based component for recurring units within a product family. Use when you need to add billing components that charge per unit based on quantity, such as user licenses, team seats, or device slots. Qua…
  • Create Reason Code Creates a new churn reason code in Maxio/Chargify Advanced Billing. Use this action when you need to define a new reason code to categorize why customers cancel or churn from your subscription service. Reason codes are…
  • Create Signup Proforma Invoice Creates a proforma invoice for signup preview. A proforma invoice shows the expected charges for a new subscription before it is actually created. Use this action when you need to preview billing amounts for a potential…
  • Create Subscription Creates a new subscription in Maxio (Chargify) with specified product, customer, and payment details. Use this action when you need to create a new subscription for an existing or new customer. At minimum, either produc…
  • Create Subscription Group With Signup Creates a subscription group with subscriptions and a shared payer in a single operation. Use this action when you need to create a subscription group that includes multiple subscriptions and a single payer who is respo…
  • Create Subscription Note Creates a note on a subscription in Maxio/Chargify Advanced Billing. Use this action when you need to add a note or comment to a subscription, such as tracking customer communication, recording support interactions, or…
  • Create Usage Records usage for a metered component on a subscription. Use this action when you need to track and bill for usage-based consumption such as API calls, storage GB, emails sent, or any other metered usage. This action cr…
  • Deactivate Event Based Component Deactivates an event-based component on a subscription. Use when you need to disable event-based billing on a subscription, such as pausing usage tracking or stopping billing for a specific component. This action is com…
  • Deduct Service Credit Deducts from a subscription's service credit balance. Use this action when you need to reduce or correct a customer's service credit balance, such as for refunds, billing corrections, or adjusting for erroneous credits.…
  • Delete Coupon Subcode Deletes a specific subcode from an existing coupon in Maxio Advanced Billing. Use this action when you need to remove a single subcode from a coupon. This action is irreversible — the subcode will be permanently deleted…
  • Delete Customer Deletes a customer from Maxio/Chargify. Use this action when you need to permanently remove a customer record. This action is irreversible — once deleted, the customer cannot be recovered. Note: A customer can only be d…
  • Delete Prepaid Usage Allocation Deletes a prepaid usage allocation from a subscription component. Use this action when you need to remove a specific prepaid allocation that was previously created. This action is irreversible — once deleted, the alloca…
  • Delete Reason Code Deletes a churn reason code from Maxio/Chargify Advanced Billing. Use this action when you need to permanently remove a reason code from your account. This action is irreversible — once deleted, the reason code cannot b…
  • Delete Subscription Group Deletes a subscription group and all its associated data. Use this action when you need to permanently remove a subscription group from the system. This action is irreversible — once deleted, the subscription group and…
  • Delete Subscription Note Deletes a specific note from a subscription in Maxio Advanced Billing. Use this action when you need to remove a single note from a subscription. This action is irreversible — the note will be permanently deleted and ca…
  • Delete Subscription Payment Profile Removes a payment profile from a subscription in Maxio Advanced Billing. Use when you need to unlink a credit card or payment method from a subscription, for example, when cleaning up obsolete payment profiles or replac…
  • Delete Unused Payment Profile Permanently deletes an unused payment profile from Maxio/Chargify. Use when you need to remove a payment profile that is no longer associated with any active subscriptions or payment references. This action is irreversi…
  • Deliver Proforma Invoice Delivers a proforma invoice to the customer via email. Use when you need to email a proforma invoice to the customer. By default, the invoice will be sent to the customer on the subscription. Optionally, you can specify…
  • Enable Webhooks Enables or disables webhooks for the Maxio/Chargify site. Use this action when you need to turn webhook notifications on or off. This can be useful during maintenance windows, troubleshooting, or when temporarily pausin…
  • Export Invoices Initiates an invoices export job. Use when you need to start an asynchronous export of invoice data from Maxio/Chargify. The export runs as a background job and returns a batch job object that can be used to track the e…
  • Export Proforma Invoices Initiates an asynchronous export of proforma invoices data. Use when you need to export a large set of proforma invoices for analysis, reporting, or backup purposes. The export job runs in the background and returns imm…
  • Export Subscriptions Initiates an asynchronous export of subscription data from Maxio/Chargify. Use this action when you need to export bulk subscription data for analysis, backup, or integration with external systems. The export runs async…
  • Get MRR Returns monthly recurring revenue data for the site. Use this action when you need to retrieve the current MRR (Monthly Recurring Revenue) for your Chargify site, including plan and usage breakouts. This is useful for f…
  • Initiate Delayed Cancellation Schedules a subscription for cancellation at the end of its current billing period. Use when a customer requests to cancel their subscription but you want to allow them to continue using the service until the end of the…
  • Issue Advance Invoice Issues an advance invoice for a subscription. An advance invoice allows billing for upcoming charges in advance of the normal billing cycle. Use this action when you need to immediately bill a customer for expected char…
  • Issue Invoice Issues a draft invoice for payment collection. Once issued, the invoice transitions from 'draft' to 'open' state and is ready to collect payment. Use when you need to finalize a draft invoice and initiate the payment pr…
  • Issue Service Credit Issues a service credit to a subscription. Service credits are amounts that are added to a subscription's service credit balance and can be applied toward future invoices. Use this action when you need to compensate a c…
  • List All Component Price Points Lists all component price points across the site. Use this action when you need to retrieve all price points for billing components, with optional filtering by type, date range, or archived status. Supports pagination v…
  • List Allocations Lists all allocations for a component on a subscription. Use this action when you need to retrieve the allocation history for a specific component attached to a subscription. This is useful for auditing usage, tracking…
  • List All Product Price Points Lists all product price points across the site in Maxio Advanced Billing. Use when you need to retrieve all pricing configurations for products, including their billing intervals, trial periods, and initial fees. Suppor…
  • List Chargify.js Public Keys Lists all public keys for Chargify.js integration in Maxio Advanced Billing. Use when you need to retrieve available public keys for Chargify.js to securely tokenize payment information on the client side. This is a rea…
  • List Component Price Points Lists all price points for a component in Maxio Advanced Billing. Use this action when you need to retrieve all available pricing configurations (such as per-unit, tiered, volume, or stair-step pricing) defined for a co…
  • List Components Returns a list of all components across product families in Chargify. Use this action when you need to retrieve all billing components (metered, quantity-based, on/off, prepaid usage, or event-based) from your Chargify…
  • List Components for Product Family Lists all components within a product family in Maxio/Chargify. Use when you need to retrieve all billing components (metered, quantity-based, on/off, prepaid usage, or event-based) associated with a specific product fa…
  • List Consolidated Invoice Segments Lists segments of a consolidated invoice. A consolidated invoice combines charges from multiple subscriptions or components into a single invoice. Use when you need to retrieve the individual segments that make up a con…
  • List Coupons for Product Family Lists all coupons within a product family. Use when you need to retrieve all available coupons for a specific product family, such as for displaying coupon options to customers or auditing coupon usage within a product…
  • List Coupon Subcodes Lists all subcodes for an existing coupon in Maxio Advanced Billing. Use when you need to retrieve the subcodes associated with a coupon for verification, reporting, or administrative purposes. This is a read-only opera…
  • List Credit Notes Returns a list of credit notes from Maxio/Chargify. Use this action when you need to retrieve credit notes for a subscription or across your entire site. Credit notes represent credits issued to customers that can be ap…
  • List Customers Returns a list of customers with optional filtering and pagination. Use this action when you need to retrieve customers from your Chargify/Maxio billing system. Supports pagination and filtering by date range, IDs, stat…
  • List Customer Subscriptions Lists all subscriptions for a specific customer in Maxio Advanced Billing. Use this action when you need to retrieve all subscriptions associated with a customer, such as for displaying subscription history, auditing pu…
  • List Webhook Endpoints Returns a list of webhook endpoints configured in Maxio Advanced Billing. Use when you need to retrieve all registered webhook endpoints to check their current configuration, monitor which endpoints are active, or verif…
  • List Events Returns a list of events for the site in Maxio Advanced Billing. Use this action when you need to retrieve events for audit purposes, monitoring activity, tracking subscription changes, or analyzing payment events. Supp…
  • List Exported Invoices Retrieves a list of exported invoices for a specific invoice export batch. Use this action when you need to fetch the rows (invoice data) from a previously initiated invoice export. The batch_id should be obtained from…
  • List Exported Proforma Invoices Lists exported proforma invoice rows from a previously initiated export batch. Use when you need to retrieve the actual data from a proforma invoices export, such as for analysis, reporting, or importing into another sy…
  • List Exported Subscriptions Lists exported subscriptions from a subscription export batch in Maxio/Chargify. Use this action when you need to retrieve the results of a previously initiated subscription export. The batch_id should be obtained from…
  • List Invoice Events Lists all invoice events from Maxio/Chargify with optional filtering. Use this action when you need to retrieve invoice event history, such as tracking invoice status changes (created, paid, voided), monitoring payment…
  • List Invoices Returns a list of invoices with optional filtering and pagination. Use this action when you need to retrieve invoices from Maxio/Chargify, such as for displaying invoice history, generating reports, or processing refund…
  • List Metadata for Resource Type Lists all metadata definitions for a resource type in Maxio/Chargify Advanced Billing. Use this action when you need to retrieve all custom metadata field definitions available for a specific resource type (customers, s…
  • List Metafields Lists all metafield definitions for a resource type in Maxio/Chargify Advanced Billing. Use this action when you need to retrieve all custom field (metafield) definitions configured for a specific resource type such as…
  • List MRR Movements Returns MRR movement history showing changes in Monthly Recurring Revenue. Use this action when you need to retrieve the history of MRR changes for your Chargify site, such as for financial reporting, churn analysis, re…
  • List MRR Per Subscription Returns MRR broken down by subscription. Use this action when you need to retrieve MRR (Monthly Recurring Revenue) data for your Chargify site, including plan and usage breakouts split per subscription. This is useful f…
  • List Offers Returns a list of all offers in Chargify. Use this action when you need to retrieve all offers from your Chargify site for reporting, analysis, or administrative purposes. Supports pagination and filtering by date, IDs,…
  • List Payment Profiles Returns a list of payment profiles in Maxio Advanced Billing. Use this action when you need to retrieve all payment profiles (credit cards, bank accounts, or other payment methods) for verification, reporting, or admini…
  • List Prepayments Lists all prepayments for a subscription in Maxio Advanced Billing. Use this action when you need to retrieve all prepayments associated with a subscription, including their amounts, payment methods, remaining balances,…
  • List Product Families Returns a list of all product families in Maxio/Chargify. Use this action when you need to retrieve product families from your Chargify/Maxio billing system. Product families are top-level containers used to organize pr…
  • List Product Price Points Lists all price points for a product in Maxio Advanced Billing. Use this action when you need to retrieve all available pricing configurations (such as monthly, annual, or trial pricing) defined for a product. This is h…
  • List Products Returns a list of all products from Maxio (Chargify). Use this action when you need to retrieve all subscription products from your Chargify site. Supports pagination and filtering by date, IDs, handles, state, and prod…
  • List Products for Product Family Lists all products within a product family in Maxio/Chargify. Use when you need to retrieve all subscription products associated with a specific product family, such as for displaying available plans to customers or aud…
  • List Proforma Invoices Lists all proforma invoices for a specific subscription in Maxio Advanced Billing. Use this action when you need to retrieve the proforma invoice history for a subscription, such as for reviewing billing previews, audit…
  • List Reason Codes Returns a list of all churn reason codes in Maxio/Chargify Advanced Billing. Use this action when you need to retrieve all reason codes for churn reporting and analytics, such as auditing existing codes, displaying avai…
  • List Service Credits Lists all service credits for a subscription in Maxio Advanced Billing. Use this action when you need to retrieve all service credits associated with a subscription, including their amounts, memos, and creation timestam…
  • List Subscription Components Lists all components attached to a subscription in Maxio (Chargify). Use this action when you need to retrieve all billing components (metered, quantity-based, on/off, prepaid usage, or event-based) associated with a sp…
  • List Subscription Components For Site Lists all subscription components for a site. Use this action when you need to retrieve all subscription components across all subscriptions in your Chargify/Maxio site. Supports pagination, sorting, and filtering by da…
  • List Subscription Events Returns a list of events for a specific subscription in Maxio Advanced Billing. Use this action when you need to retrieve all events related to a subscription, such as for audit purposes, tracking subscription changes o…
  • List Subscription Groups Returns a list of subscription groups with optional filtering and pagination. Use this action when you need to retrieve subscription groups from your Chargify/Maxio billing system. Supports pagination and filtering by d…
  • List Subscription Notes Lists all notes attached to a subscription in Maxio/Chargify Advanced Billing. Use this action when you need to retrieve all notes for a specific subscription, such as viewing customer communication history, auditing su…
  • List Subscriptions Returns a list of subscriptions with optional filtering and pagination. Use this action when you need to retrieve all subscriptions from your Chargify/Maxio billing system. Supports pagination and filtering by date rang…
  • List Usages Lists all usage records for a component on a subscription. Use this action when you need to retrieve the usage history for a metered or prepaid component attached to a subscription. This is useful for auditing usage, re…
  • List Webhooks Returns a list of webhooks configured in Maxio Advanced Billing. Use this action when you need to retrieve all webhooks to check their current configuration, monitor which webhooks are active, or verify webhook IDs. Sup…
  • Migrate Subscription Product Migrates a subscription to a different product in Maxio/Chargify Advanced Billing. Use when you need to change a subscription's product (e.g., upgrade, downgrade, or change the subscription plan). This action will updat…
  • Override Subscription Overrides cancellation settings of a subscription. Use when you need to update cancellation-related attributes on an existing subscription, such as adding a cancellation message to explain why the subscription was overr…
  • Promote Product Price Point to Default Promotes a product price point to be the default price point for a product. Use when you need to change which price point is automatically selected for new subscriptions to a product. This action sets the specified pric…
  • Pause Subscription Pauses an active subscription in Maxio (Chargify) Advanced Billing. Use when you need to temporarily suspend a subscription without canceling it, such as when a customer requests a pause in service or when there are pay…
  • Preview Allocations Previews allocation charges before creating them for subscription components. Use this action when you need to calculate the cost impact of adding, upgrading, downgrading, or removing components from a subscription with…
  • Preview Customer Information Changes Previews customer information changes for an invoice. This endpoint shows what the invoice would look like with updated customer information before the changes are actually applied. Use when you need to preview how chan…
  • Preview Proforma Invoice Previews a proforma invoice for a subscription without actually creating it. Use when you need to preview the expected charges and invoice details before committing to create the actual proforma invoice. This is useful…
  • Preview Renewal Previews the next renewal charges for a subscription in Maxio (Chargify). Use this action when you need to show customers what their next billing amount will be at renewal, including any component charges, discounts, an…
  • Preview Signup Proforma Invoice Previews a proforma invoice for signup. A proforma invoice shows the expected charges for a new subscription before it is actually created. Use this action when you need to preview billing amounts for a potential new cu…
  • Preview Subscription Previews a subscription in Maxio (Chargify) before actual creation to see pricing and details. Use this action when you want to validate subscription parameters, preview costs, or show users what a subscription will loo…
  • Preview Subscription Product Migration Previews a product migration before executing it. Use this action when you need to see what will happen when migrating a subscription to a different product without actually making the change. This allows you to review…
  • Promote Component Price Point to Default Promotes a component price point to be the default price point for its component. Use this action when you need to change which price point is used as the default for new subscriptions. This endpoint switches the defaul…
  • Reactivate Subscription Reactivates a canceled subscription in Maxio (Chargify) Advanced Billing. Use when you need to restore a previously canceled subscription and resume billing for the customer. This action is reversible — you can cancel t…
  • Reactivate Subscription Group Reactivates a canceled subscription group in Maxio/Chargify. Use this action when you need to restore a previously canceled subscription group and resume billing for all its associated subscriptions. This action is reve…
  • Read Account Balances Retrieves the account balances for a subscription in Maxio Advanced Billing. Use this action when you need to check the current financial status of a subscription, including any outstanding invoice amounts, service cred…
  • Read Advance Invoice Retrieves an advance invoice for a subscription. An advance invoice shows the charges that will be billed in advance of the normal billing cycle. Use this action when you need to preview or retrieve the advance billing…
  • Read Component Retrieves details of a specific component within a product family in Maxio/Chargify. Use this action when you need to fetch detailed information about a single billing component (metered, quantity-based, on/off, prepaid…
  • Read Component by Handle Finds a component by its unique handle in Maxio/Chargify. Use this action when you need to retrieve a specific billing component using its handle identifier. The handle is a unique string that identifies the component a…
  • Read Component Price Point Retrieves a specific component price point in Maxio Advanced Billing. Use this action when you need to fetch the details of a single price point, including its pricing scheme, price tiers, and configuration settings. Th…
  • Read Coupon Retrieves details of a specific coupon within a product family. Use this action when you need to fetch the full details of a coupon, such as its discount configuration, redemption status, or to verify coupon properties…
  • Find Coupon by Code Finds and retrieves a coupon by its unique code in Maxio Advanced Billing. Use when you need to look up coupon details using the coupon code, such as validating a coupon before applying it, displaying coupon information…
  • Read Coupon Usage Retrieves usage statistics for a coupon. Use when you need to view how many times a coupon has been redeemed, the total discount given, and other usage metrics for a specific coupon within a product family. This is a re…
  • Read Credit Note Retrieves details of a specific credit note from Maxio/Chargify. Use this action when you need to retrieve detailed information about a specific credit note by its unique identifier (UID). This is a read-only operation…
  • Read Customer Retrieves details of a specific customer by their Chargify ID. Use this action when you need to fetch the full details of a customer, such as their contact information, address, tax status, or billing portal status. Thi…
  • Read Customer By Reference Looks up a customer by their external reference value. Use this action when you have an external reference identifier for a customer and need to retrieve the full customer details from Maxio/Chargify. Returns the custom…
  • Read Events Count Returns a count of events for the site in Maxio Advanced Billing. Use this action when you need to quickly determine the number of events matching specific criteria without retrieving full event details. This is useful…
  • Read Invoice Retrieves details of a specific invoice by its unique identifier (UID). Use this action when you need to fetch complete information about a single invoice, such as for displaying invoice details, processing refunds, or…
  • Read Invoices Export Status Retrieves the status and details of an invoices export batch job. Use when you need to check whether a previously initiated invoice export has completed and how many rows were exported. This endpoint returns the batch j…
  • Read Offer Retrieves details of a specific offer by its ID from Maxio (Chargify). Use this action when you need to fetch full details of a single offer, including product information, discounts, items, and signup pages. This is a…
  • Read Payment Profile Retrieves details of a specific payment profile in Maxio Advanced Billing. Use this action when you need to fetch details of a payment profile by its ID, such as verifying card information, retrieving vault tokens for p…
  • Read Product Retrieves details of a specific product by its ID from Maxio (Chargify). Use this action when you need to fetch full details of a single product, including pricing, billing intervals, trial settings, and product family…
  • Read Product By Handle Retrieves a single product from Maxio (Chargify) by its unique handle. Use this action when you need to fetch a specific product's details using its handle identifier rather than its numeric ID. This is useful for looki…
  • Read Product Family Retrieves details of a specific product family in Maxio/Chargify. Use this action when you need to fetch the full details of a product family, such as its name, description, handle, accounting code, or associated signup…
  • Read Product Price Point Retrieves a specific product price point in Maxio Advanced Billing. Use this action when you need to fetch the details of a single price point, including its pricing configuration, interval settings, and trial options.…
  • Read Proforma Invoice Retrieves a specific proforma invoice by its unique identifier. Use this action when you need to fetch detailed information about a single proforma invoice, including line items, amounts, taxes, discounts, customer and…
  • Read Proforma Invoices Export Retrieves the status and details of a proforma invoices export batch job. Use when you need to check the status of a previously initiated proforma invoices export, such as to verify completion before fetching the export…
  • Read Reason Code Retrieves a specific churn reason code by its ID from Maxio/Chargify Advanced Billing. Use this action when you need to fetch details of a single reason code, such as when viewing specific churn categorization informati…
  • Read Site Retrieves details about the current Chargify/Maxio site. Use this action when you need to retrieve information about your Chargify site, including site configuration, address, tax settings, and gateway information. This…
  • Read Site Stats Returns site-wide statistics for the Chargify site. Use this action when you need to retrieve aggregate statistics about your Chargify site, including subscription counts by status, Monthly Recurring Revenue (MRR) metri…
  • Read Subscription Retrieves details of a specific subscription by its unique identifier (ID). Use this action when you need to fetch complete information about a single subscription, such as for displaying subscription details, checking…
  • Read Subscription By Reference Finds a subscription by its external reference identifier in Maxio Advanced Billing. Use this action when you need to retrieve a specific subscription using its reference field rather than the internal Chargify subscrip…
  • Read Subscription Component Retrieves details of a component attached to a subscription in Maxio (Chargify). Use this action when you need to fetch detailed information about a specific billing component (metered, quantity-based, on/off, prepaid u…
  • Read Subscription Note Retrieves a specific note attached to a subscription in Maxio/Chargify Advanced Billing. Use this action when you need to fetch a single note from a subscription, such as retrieving details about a specific customer int…
  • Read Subscriptions Export Status Retrieves the status and details of a subscriptions export batch job. Use this action when you need to check whether a previously initiated subscription export has completed and how many rows were exported. This is usef…
  • Bulk Record Events Tool to record multiple billable events in bulk for a subscription component. Use when you need to log several usage events at once, such as batch processing usage data or recording multiple overage events. Each event c…
  • Record Payment for Invoice Records a payment for an invoice. This action can be used to record both full and partial payments against an invoice. Use this action when you need to record a customer payment for an existing invoice. The payment will…
  • Refund Invoice Creates a refund for a paid invoice. Use this action when you need to process a refund for a customer whose invoice has already been paid. The refund will be recorded against the invoice and a credit note may be generat…
  • Refund Prepayment Refunds a prepayment made on a subscription. This action is irreversible — once a prepayment is refunded, the refund cannot be undone. Use this action when a customer requests a refund for a prepayment, or when you need…
  • Remove Coupon from Subscription Removes an applied coupon from a subscription in Maxio (Chargify) Advanced Billing. Use when you need to remove a promotional discount from an existing subscription and restore regular pricing. This action is irreversib…
  • Remove Subscription from Group Removes a subscription from its subscription group in Maxio Advanced Billing. Use this action when you need to unlink a subscription from its group, such as when migrating a subscription to operate independently or reor…
  • Reopen Invoice Reopens a voided or canceled invoice, changing its status back to open. Use when you need to reinstate an invoice that was previously voided or canceled. This action allows the invoice to be paid or modified again. Only…
  • Replay Webhooks Replays specified webhook deliveries in Maxio Advanced Billing. Use this action when you need to resend webhooks that may have failed, were not delivered, or need to be resent for any reason. Provide a list of webhook I…
  • Bulk Reset Subscription Components Price Points Resets subscription component price points to their default values. Use when you need to reset custom or overridden price points for subscription components back to their original default configuration. This action can…
  • Resume Subscription Resumes a paused subscription in Maxio (Chargify) Advanced Billing. Use when you need to restore a previously paused subscription and resume billing and service delivery. This action is reversible — you can pause the su…
  • Retry Subscription Retries payment for a past due subscription in Maxio (Chargify) Advanced Billing. Use when a subscription has failed payments and you need to manually trigger a retry of the billing attempt. This is useful when the auto…
  • Revoke Billing Portal Access Revokes billing portal access for a customer. This action invalidates the customer's current billing portal invitation, preventing them from accessing the self-service portal to view invoices, update payment methods, or…
  • Send Invoice Sends an invoice to the customer via email. Use when you need to email an invoice to the customer. By default, the invoice will be sent to the customer on the subscription. Optionally, you can specify custom recipient e…
  • Send Request Update Payment Email Sends an email to the customer requesting they update their payment method. Use when you need to prompt a customer to update their credit card or payment method on file. This is typically used when their current payment…
  • Unarchive Component Price Point Unarchives a component price point, restoring it to active status. Use this action when you need to reactivate an archived price point that was previously deactivated. Once unarchived, the price point becomes available…
  • Unarchive Offer Unarchives a previously archived offer, making it available for new subscriptions again. Use this action when you need to restore an archived offer that was previously deactivated. This action is idempotent — unarchivin…
  • Unarchive product price point Unarchives a product price point by its ID. Use when you need to restore an archived price point that was previously deactivated. Once unarchived, the price point becomes available for new subscriptions again. This acti…
  • Update Automatic Subscription Resumption Updates automatic resumption settings for a paused subscription in Maxio (Chargify) Advanced Billing. Use when you need to enable or disable automatic resumption for a subscription that is in a paused (hold) state. This…
  • Update Component Updates a component's details in Chargify. Use when you need to modify the name, description, pricing scheme, or other attributes of an existing billing component. Only the fields you provide in the request will be upda…
  • Update Component Price Point Updates a price point for a component in Maxio Advanced Billing. Use this action when you need to modify the pricing configuration (name, handle, exchange rate settings, or other attributes) of an existing component pri…
  • Update Coupon Updates an existing coupon within a product family in Maxio. Use when you need to modify coupon details such as name, description, code, discount settings, expiration date, or redemption limits. This action supports upd…
  • Update Coupon Subcodes Updates all subcodes for an existing coupon in Maxio Advanced Billing. Use when you need to replace the entire set of subcodes for a coupon with a new set of codes for tracking, segmentation, or managing coupon usage. T…
  • Update Customer Updates an existing customer in Maxio/Chargify. Use this action when you need to modify customer information such as name, email, address, or other attributes. Only the fields provided in the customer object will be upd…
  • Update Invoice Customer Information Updates customer information on an invoice in Maxio/Chargify. Use this action when you need to modify customer details (such as name, email, organization) associated with a specific invoice. Only the fields provided in…
  • Update Webhook Endpoint Updates an existing webhook endpoint in Maxio Advanced Billing. Use when you need to modify an endpoint's URL or description. This action is idempotent - updating an endpoint with the same values will not change the end…
  • Update Payment Profile Updates an existing payment profile in Maxio (Chargify). Use when you need to modify an existing payment profile's details such as card information, billing address, or contact details. At least one field must be provid…
  • Update Prepaid Expiration Updates the expiration date of a prepaid usage allocation. Use this action when you need to extend or change the expiration date of a prepaid allocation on a subscription component. This action is commonly used to: - Ex…
  • Update Product Updates an existing product in Maxio/Chargify. Use this action when you need to modify product information such as name, description, pricing, billing intervals, or other attributes. Only the fields provided in the prod…
  • Update Product Family Component Updates a component within its product family in Maxio/Chargify. Use this action when you need to modify the configuration of an existing billing component (metered, quantity-based, on/off, prepaid usage, or event-based…
  • Update Product Price Point Updates a product price point in Maxio Advanced Billing. Use when you need to modify an existing pricing configuration for a product, such as changing the name, price, billing interval, trial period, or any other price…
  • Update Reason Code Updates an existing churn reason code in Maxio/Chargify Advanced Billing. Use this action when you need to modify an existing reason code to update its code identifier, description, or position in lists. This is commonl…
  • Update Subscription Updates an existing subscription's details in Maxio/Chargify. Use this action when you need to modify subscription attributes such as product, payment method, billing settings, or apply coupons. Only the fields provided…
  • Bulk Update Subscription Component Price Points Bulk updates component price points for a subscription. Use when you need to update multiple component price points for a subscription. Each component is updated via a separate API call sequentially, so the operation is…
  • Update Subscription Note Updates an existing note on a subscription in Maxio/Chargify Advanced Billing. Use this action when you need to modify the content or sticky status of an existing subscription note, such as updating customer communicati…
  • Validate Coupon Validates a coupon code for a product. Use when you need to verify that a coupon code exists, is active, not expired, and hasn't exceeded its redemption limit before applying it to a subscription. This is a read-only op…
  • Void Advance Invoice Voids an advance invoice for a subscription. This cancels the advance billing charges and prevents them from being processed. Use this action when you need to cancel or reverse an advance invoice before it is paid. This…
  • Void Invoice Voids an open invoice to stop future collection. Once voided, the invoice transitions from 'open' (or 'draft') to 'voided' state and will not be collected. Use when you need to cancel an invoice before payment is proces…
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Maxio, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Maxio questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Maxio's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Maxio to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

All product names, logos, and brands are property of their respective owners; used for identification only. ZeroToClaw is not affiliated with or endorsed by Maxio.