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177 available actions

What your AI agent can do in Maxio

Subscription billing and revenue management platform (formerly Chargify) This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Read Advance InvoiceRetrieves an advance invoice for a subscription.
  • Read CustomerRetrieves details of a specific customer by their Chargify ID.
  • Create CustomerCreates a new customer in Maxio/Chargify with the required fields: first_name, last_name, and email.
  • Create InvoiceCreates a one-time invoice for a subscription with custom line items.
  • Update CustomerUpdates an existing customer in Maxio/Chargify.
  • Update Invoice Customer InformationUpdates customer information on an invoice in Maxio/Chargify.

Browse all 177 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 76 actionsHide actions
  • Export InvoicesInitiates an invoices export job.
  • Export Proforma InvoicesInitiates an asynchronous export of proforma invoices data.
  • Export SubscriptionsInitiates an asynchronous export of subscription data from Maxio/Chargify.
  • Get MRRReturns monthly recurring revenue data for the site.
  • List All Component Price PointsLists all component price points across the site.
  • List AllocationsLists all allocations for a component on a subscription.
  • List All Product Price PointsLists all product price points across the site in Maxio Advanced Billing.
  • List Chargify.js Public KeysLists all public keys for Chargify.js integration in Maxio Advanced Billing.
  • List Component Price PointsLists all price points for a component in Maxio Advanced Billing.
  • List ComponentsReturns a list of all components across product families in Chargify.
  • List Components for Product FamilyLists all components within a product family in Maxio/Chargify.
  • List Consolidated Invoice SegmentsLists segments of a consolidated invoice.
  • List Coupons for Product FamilyLists all coupons within a product family.
  • List Coupon SubcodesLists all subcodes for an existing coupon in Maxio Advanced Billing.
  • List Credit NotesReturns a list of credit notes from Maxio/Chargify.
  • List CustomersReturns a list of customers with optional filtering and pagination.
  • List Customer SubscriptionsLists all subscriptions for a specific customer in Maxio Advanced Billing.
  • List Webhook EndpointsReturns a list of webhook endpoints configured in Maxio Advanced Billing.
  • List EventsReturns a list of events for the site in Maxio Advanced Billing.
  • List Exported InvoicesRetrieves a list of exported invoices for a specific invoice export batch.
  • List Exported Proforma InvoicesLists exported proforma invoice rows from a previously initiated export batch.
  • List Exported SubscriptionsLists exported subscriptions from a subscription export batch in Maxio/Chargify.
  • List Invoice EventsLists all invoice events from Maxio/Chargify with optional filtering.
  • List InvoicesReturns a list of invoices with optional filtering and pagination.
  • List Metadata for Resource TypeLists all metadata definitions for a resource type in Maxio/Chargify Advanced Billing.
  • List MetafieldsLists all metafield definitions for a resource type in Maxio/Chargify Advanced Billing.
  • List MRR MovementsReturns MRR movement history showing changes in Monthly Recurring Revenue.
  • List MRR Per SubscriptionReturns MRR broken down by subscription.
  • List OffersReturns a list of all offers in Chargify.
  • List Payment ProfilesReturns a list of payment profiles in Maxio Advanced Billing.
  • List PrepaymentsLists all prepayments for a subscription in Maxio Advanced Billing.
  • List Product FamiliesReturns a list of all product families in Maxio/Chargify.
  • List Product Price PointsLists all price points for a product in Maxio Advanced Billing.
  • List ProductsReturns a list of all products from Maxio (Chargify).
  • List Products for Product FamilyLists all products within a product family in Maxio/Chargify.
  • List Proforma InvoicesLists all proforma invoices for a specific subscription in Maxio Advanced Billing.
  • List Reason CodesReturns a list of all churn reason codes in Maxio/Chargify Advanced Billing.
  • List Service CreditsLists all service credits for a subscription in Maxio Advanced Billing.
  • List Subscription ComponentsLists all components attached to a subscription in Maxio (Chargify).
  • List Subscription Components For SiteLists all subscription components for a site.
  • List Subscription EventsReturns a list of events for a specific subscription in Maxio Advanced Billing.
  • List Subscription GroupsReturns a list of subscription groups with optional filtering and pagination.
  • List Subscription NotesLists all notes attached to a subscription in Maxio/Chargify Advanced Billing.
  • List SubscriptionsReturns a list of subscriptions with optional filtering and pagination.
  • List UsagesLists all usage records for a component on a subscription.
  • List WebhooksReturns a list of webhooks configured in Maxio Advanced Billing.
  • Read Account BalancesRetrieves the account balances for a subscription in Maxio Advanced Billing.
  • Read Advance InvoiceRetrieves an advance invoice for a subscription.
  • Read ComponentRetrieves details of a specific component within a product family in Maxio/Chargify.
  • Read Component by HandleFinds a component by its unique handle in Maxio/Chargify.
  • Read Component Price PointRetrieves a specific component price point in Maxio Advanced Billing.
  • Read CouponRetrieves details of a specific coupon within a product family.
  • Find Coupon by CodeFinds and retrieves a coupon by its unique code in Maxio Advanced Billing.
  • Read Coupon UsageRetrieves usage statistics for a coupon.
  • Read Credit NoteRetrieves details of a specific credit note from Maxio/Chargify.
  • Read CustomerRetrieves details of a specific customer by their Chargify ID.
  • Read Customer By ReferenceLooks up a customer by their external reference value.
  • Read Events CountReturns a count of events for the site in Maxio Advanced Billing.
  • Read InvoiceRetrieves details of a specific invoice by its unique identifier (UID).
  • Read Invoices Export StatusRetrieves the status and details of an invoices export batch job.
  • Read OfferRetrieves details of a specific offer by its ID from Maxio (Chargify).
  • Read Payment ProfileRetrieves details of a specific payment profile in Maxio Advanced Billing.
  • Read ProductRetrieves details of a specific product by its ID from Maxio (Chargify).
  • Read Product By HandleRetrieves a single product from Maxio (Chargify) by its unique handle.
  • Read Product FamilyRetrieves details of a specific product family in Maxio/Chargify.
  • Read Product Price PointRetrieves a specific product price point in Maxio Advanced Billing.
  • Read Proforma InvoiceRetrieves a specific proforma invoice by its unique identifier.
  • Read Proforma Invoices ExportRetrieves the status and details of a proforma invoices export batch job.
  • Read Reason CodeRetrieves a specific churn reason code by its ID from Maxio/Chargify Advanced Billing.
  • Read SiteRetrieves details about the current Chargify/Maxio site.
  • Read Site StatsReturns site-wide statistics for the Chargify site.
  • Read SubscriptionRetrieves details of a specific subscription by its unique identifier (ID).
  • Read Subscription By ReferenceFinds a subscription by its external reference identifier in Maxio Advanced Billing.
  • Read Subscription ComponentRetrieves details of a component attached to a subscription in Maxio (Chargify).
  • Read Subscription NoteRetrieves a specific note attached to a subscription in Maxio/Chargify Advanced Billing.
  • Read Subscriptions Export StatusRetrieves the status and details of a subscriptions export batch job.
Create & communicateCreate records or send supported messagesView 26 actionsHide actions
  • Create ComponentCreates a new component within a product family in Chargify.
  • Create Component Price PointCreates a price point for a component in Maxio Advanced Billing.
  • Create Coupon SubcodesCreates multiple subcodes for an existing coupon in Maxio Advanced Billing.
  • Create CustomerCreates a new customer in Maxio/Chargify with the required fields: first_name, last_name, and email.
  • Create Webhook EndpointCreates a new webhook endpoint in Maxio Advanced Billing.
  • Create InvoiceCreates a one-time invoice for a subscription with custom line items.
  • Create MetadataCreates metadata values for a resource in Maxio/Chargify Advanced Billing.
  • Create MetafieldsCreates metafield definitions for a resource type.
  • Create or Update Coupon Currency PricesTool to create or update currency prices for a coupon in Maxio.
  • Create Payment ProfileCreates a new payment profile for a customer in Maxio (Chargify).
  • Create Prepaid Usage ComponentCreates a prepaid usage component for pre-purchased units.
  • Create PrepaymentCreates a prepayment for a subscription.
  • Create ProductTool to create a new product within a product family in Maxio.
  • Create Product FamilyCreates a new product family in Maxio/Chargify.
  • Create Product Price PointCreates a price point for a product in Maxio Advanced Billing.
  • Create Proforma InvoiceCreates a proforma invoice for a subscription.
  • Create Quantity Based ComponentCreates a quantity-based component for recurring units within a product family.
  • Create Reason CodeCreates a new churn reason code in Maxio/Chargify Advanced Billing.
  • Create Signup Proforma InvoiceCreates a proforma invoice for signup preview.
  • Create SubscriptionCreates a new subscription in Maxio (Chargify) with specified product, customer, and payment details.
  • Create Subscription Group With SignupCreates a subscription group with subscriptions and a shared payer in a single operation.
  • Create Subscription NoteCreates a note on a subscription in Maxio/Chargify Advanced Billing.
  • Create UsageRecords usage for a metered component on a subscription.
  • Record Payment for InvoiceRecords a payment for an invoice.
  • Send InvoiceSends an invoice to the customer via email.
  • Send Request Update Payment EmailSends an email to the customer requesting they update their payment method.
Update & manageChange and manage existing recordsView 23 actionsHide actions
  • Archive ComponentArchives a component to prevent new allocations.
  • Archive Component Price PointArchives a component price point, making it inactive.
  • Archive CouponArchives a coupon to prevent new uses.
  • Archive OfferArchives an offer to prevent new subscriptions from using it.
  • Archive ProductArchives a product to prevent new subscriptions from being created.
  • Archive product price pointArchives a product price point by its ID.
  • Enable WebhooksEnables or disables webhooks for the Maxio/Chargify site.
  • Update Automatic Subscription ResumptionUpdates automatic resumption settings for a paused subscription in Maxio (Chargify) Advanced Billing.
  • Update ComponentUpdates a component's details in Chargify.
  • Update Component Price PointUpdates a price point for a component in Maxio Advanced Billing.
  • Update CouponUpdates an existing coupon within a product family in Maxio.
  • Update Coupon SubcodesUpdates all subcodes for an existing coupon in Maxio Advanced Billing.
  • Update CustomerUpdates an existing customer in Maxio/Chargify.
  • Update Invoice Customer InformationUpdates customer information on an invoice in Maxio/Chargify.
  • Update Webhook EndpointUpdates an existing webhook endpoint in Maxio Advanced Billing.
  • Update Payment ProfileUpdates an existing payment profile in Maxio (Chargify).
  • Update Prepaid ExpirationUpdates the expiration date of a prepaid usage allocation.
  • Update ProductUpdates an existing product in Maxio/Chargify.
  • Update Product Family ComponentUpdates a component within its product family in Maxio/Chargify.
  • Update Product Price PointUpdates a product price point in Maxio Advanced Billing.
  • Update Reason CodeUpdates an existing churn reason code in Maxio/Chargify Advanced Billing.
  • Update SubscriptionUpdates an existing subscription's details in Maxio/Chargify.
  • Update Subscription NoteUpdates an existing note on a subscription in Maxio/Chargify Advanced Billing.
Remove & cancelRemove records or cancel supported workView 11 actionsHide actions
  • Cancel Delayed CancellationCancels a scheduled cancellation on a subscription.
  • Delete Coupon SubcodeDeletes a specific subcode from an existing coupon in Maxio Advanced Billing.
  • Delete CustomerDeletes a customer from Maxio/Chargify.
  • Delete Prepaid Usage AllocationDeletes a prepaid usage allocation from a subscription component.
  • Delete Reason CodeDeletes a churn reason code from Maxio/Chargify Advanced Billing.
  • Delete Subscription GroupDeletes a subscription group and all its associated data.
  • Delete Subscription NoteDeletes a specific note from a subscription in Maxio Advanced Billing.
  • Delete Subscription Payment ProfileRemoves a payment profile from a subscription in Maxio Advanced Billing.
  • Delete Unused Payment ProfilePermanently deletes an unused payment profile from Maxio/Chargify.
  • Remove Coupon from SubscriptionRemoves an applied coupon from a subscription in Maxio (Chargify) Advanced Billing.
  • Remove Subscription from GroupRemoves a subscription from its subscription group in Maxio Advanced Billing.
Other actionsSpecialist and administrative actions.View 41 actionsHide actions
  • Allocate ComponentCreates an allocation for a component on a subscription.
  • Apply Coupons to SubscriptionApplies one or more coupons to a subscription.
  • Clone Component Price PointClones an existing component price point to create a new one.
  • Bulk Create Product Price PointsCreates multiple product price points in a single API call.
  • Deactivate Event Based ComponentDeactivates an event-based component on a subscription.
  • Deduct Service CreditDeducts from a subscription's service credit balance.
  • Deliver Proforma InvoiceDelivers a proforma invoice to the customer via email.
  • Initiate Delayed CancellationSchedules a subscription for cancellation at the end of its current billing period.
  • Issue Advance InvoiceIssues an advance invoice for a subscription.
  • Issue InvoiceIssues a draft invoice for payment collection.
  • Issue Service CreditIssues a service credit to a subscription.
  • Migrate Subscription ProductMigrates a subscription to a different product in Maxio/Chargify Advanced Billing.
  • Override SubscriptionOverrides cancellation settings of a subscription.
  • Promote Product Price Point to DefaultPromotes a product price point to be the default price point for a product.
  • Pause SubscriptionPauses an active subscription in Maxio (Chargify) Advanced Billing.
  • Preview AllocationsPreviews allocation charges before creating them for subscription components.
  • Preview Customer Information ChangesPreviews customer information changes for an invoice.
  • Preview Proforma InvoicePreviews a proforma invoice for a subscription without actually creating it.
  • Preview RenewalPreviews the next renewal charges for a subscription in Maxio (Chargify).
  • Preview Signup Proforma InvoicePreviews a proforma invoice for signup.
  • Preview SubscriptionPreviews a subscription in Maxio (Chargify) before actual creation to see pricing and details.
  • Preview Subscription Product MigrationPreviews a product migration before executing it.
  • Promote Component Price Point to DefaultPromotes a component price point to be the default price point for its component.
  • Reactivate SubscriptionReactivates a canceled subscription in Maxio (Chargify) Advanced Billing.
  • Reactivate Subscription GroupReactivates a canceled subscription group in Maxio/Chargify.
  • Bulk Record EventsTool to record multiple billable events in bulk for a subscription component.
  • Refund InvoiceCreates a refund for a paid invoice.
  • Refund PrepaymentRefunds a prepayment made on a subscription.
  • Reopen InvoiceReopens a voided or canceled invoice, changing its status back to open.
  • Replay WebhooksReplays specified webhook deliveries in Maxio Advanced Billing.
  • Bulk Reset Subscription Components Price PointsResets subscription component price points to their default values.
  • Resume SubscriptionResumes a paused subscription in Maxio (Chargify) Advanced Billing.
  • Retry SubscriptionRetries payment for a past due subscription in Maxio (Chargify) Advanced Billing.
  • Revoke Billing Portal AccessRevokes billing portal access for a customer.
  • Unarchive Component Price PointUnarchives a component price point, restoring it to active status.
  • Unarchive OfferUnarchives a previously archived offer, making it available for new subscriptions again.
  • Unarchive product price pointUnarchives a product price point by its ID.
  • Bulk Update Subscription Component Price PointsBulk updates component price points for a subscription.
  • Validate CouponValidates a coupon code for a product.
  • Void Advance InvoiceVoids an advance invoice for a subscription.
  • Void InvoiceVoids an open invoice to stop future collection.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Maxio

How does the agent connect to Maxio?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Maxio?
The page above lists the 177 actions currently available through the Maxio connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Maxio included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Maxio is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

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