Maxio for AI agents

Agents read Maxio at once. Changes and sends are held for a person's approval by default.

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About Maxio

Subscription billing and revenue management platform (formerly Chargify)

What an agent can do in Maxio

Every Maxio action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.

Runs at once (reads)

Looks things up in Maxio without asking first. 84 actions.

Preview Signup Proforma InvoicePreviews 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
Export InvoicesInitiates 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
Export Proforma InvoicesInitiates 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 backgro
Export SubscriptionsInitiates 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. Th
Get MRRReturns 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. T
List All Component Price PointsLists 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. Su
List AllocationsLists 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 auditi
List All Product Price PointsLists 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 i
List Chargify.js Public KeysLists 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
List Component Price PointsLists 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 pricin
List ComponentsReturns 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)
List Components for Product FamilyLists 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

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List Consolidated Invoice SegmentsLists 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
List Coupons for Product FamilyLists 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 usag
List Coupon SubcodesLists 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 i
List Credit NotesReturns 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 custo
List CustomersReturns 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 da
List Customer SubscriptionsLists 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 h
List Webhook EndpointsReturns 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 a
List EventsReturns 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 p
List Exported InvoicesRetrieves 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 shoul
List Exported Proforma InvoicesLists 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 import
List Exported SubscriptionsLists 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 shoul
List Invoice EventsLists 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),
List InvoicesReturns 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, o
List Metadata for Resource TypeLists 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
List MetafieldsLists 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 res
List MRR MovementsReturns 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,
List MRR Per SubscriptionReturns 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 subscriptio
List OffersReturns 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 filt
List Payment ProfilesReturns 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, r
List PrepaymentsLists 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,
List Product FamiliesReturns 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
List Product Price PointsLists 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
List ProductsReturns 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, handl
List Products for Product FamilyLists 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
List Proforma InvoicesLists 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 bill
List Reason CodesReturns 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 cod
List Service CreditsLists 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, an
List Subscription ComponentsLists 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) a
List Subscription Components For SiteLists 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,
List Subscription EventsReturns 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 sub
List Subscription GroupsReturns 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
List Subscription NotesLists 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 h
List SubscriptionsReturns 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 fil
List UsagesLists 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
List WebhooksReturns 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 veri
Preview AllocationsPreviews 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
Preview Customer Information ChangesPreviews 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
Preview Proforma InvoicePreviews 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 invoi
Preview RenewalPreviews 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 cha
Preview SubscriptionPreviews 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 su
Preview Subscription Product MigrationPreviews 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 al
Read Account BalancesRetrieves 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 am
Read Advance InvoiceRetrieves 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 t
Read ComponentRetrieves 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-bas
Read Component by HandleFinds 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 identif
Read Component Price PointRetrieves 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 configu
Read CouponRetrieves 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
Find Coupon by CodeFinds 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
Read Coupon UsageRetrieves 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 f
Read Credit NoteRetrieves 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 r
Read CustomerRetrieves 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
Read Customer By ReferenceLooks 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.
Read Events CountReturns 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 detai
Read InvoiceRetrieves 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, proc
Read Invoices Export StatusRetrieves 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
Read OfferRetrieves 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 signu
Read Payment ProfileRetrieves 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
Read ProductRetrieves 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,
Read Product By HandleRetrieves 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
Read Product FamilyRetrieves 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, o
Read Product Price PointRetrieves 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,
Read Proforma InvoiceRetrieves 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, disco
Read Proforma Invoices ExportRetrieves 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
Read Reason CodeRetrieves 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 categ
Read SiteRetrieves 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 gatewa
Read Site StatsReturns 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
Read SubscriptionRetrieves 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
Read Subscription By ReferenceFinds 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 interna
Read Subscription ComponentRetrieves 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
Read Subscription NoteRetrieves 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 sp
Read Subscriptions Export StatusRetrieves 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 exp
Validate CouponValidates 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. Thi

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 93 actions.

Cancel Delayed CancellationCancels 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 cancel
Bulk Create Product Price PointsCreates 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, Pre
Create Component Price PointCreates 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 com
Create CustomerCreates 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 or
Create MetadataCreates 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 i
Create PrepaymentCreates 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 prepa
Create ProductTool 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
Create Product FamilyCreates 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 catego
Create Product Price PointCreates 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 poin
Create Proforma InvoiceCreates 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 ex
Create Reason CodeCreates 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
Create Signup Proforma InvoiceCreates 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 amou

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Create SubscriptionCreates 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 min
Create Subscription Group With SignupCreates 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
Create Subscription NoteCreates 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 suppor
Deduct Service CreditDeducts 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
Issue Advance InvoiceIssues 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 custome
Issue Service CreditIssues 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 nee
Refund PrepaymentRefunds 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 prepaymen
Update Component Price PointUpdates 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 exi
Update CustomerUpdates 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
Update ProductUpdates 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 p
Update Product Price PointUpdates 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,
Update Reason CodeUpdates 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 lis
Update SubscriptionUpdates 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
Update Subscription NoteUpdates 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 c
Void Advance InvoiceVoids 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 befo
Allocate ComponentCreates 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:
Apply Coupons to SubscriptionApplies 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
Archive ComponentArchives 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
Archive Component Price PointArchives 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
Archive CouponArchives 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 u
Archive OfferArchives 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,
Archive ProductArchives 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 ac
Archive product price pointArchives 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 su
Clone Component Price PointClones 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 clone
Create ComponentCreates 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 compo
Create Coupon SubcodesCreates 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
Create Webhook EndpointCreates a new webhook endpoint in Maxio Advanced Billing. Use when you need to register a new webhook endpoint to receive event notifications.
Create InvoiceCreates 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 in
Create MetafieldsCreates 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
Create or Update Coupon Currency PricesTool 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 repl
Create Payment ProfileCreates 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
Create Prepaid Usage ComponentCreates 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 un
Create Quantity Based ComponentCreates 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, o
Create UsageRecords 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 us
Deactivate Event Based ComponentDeactivates 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.
Delete Coupon SubcodeDeletes 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
Delete CustomerDeletes 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 cus
Delete Prepaid Usage AllocationDeletes 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
Delete Reason CodeDeletes 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 r
Delete Subscription GroupDeletes 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 subs
Delete Subscription NoteDeletes 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 permane
Delete Subscription Payment ProfileRemoves 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
Delete Unused Payment ProfilePermanently 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
Deliver Proforma InvoiceDelivers 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. Optional
Enable WebhooksEnables 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
Initiate Delayed CancellationSchedules 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 u
Issue InvoiceIssues 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 init
Migrate Subscription ProductMigrates 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). Thi
Override SubscriptionOverrides 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 sub
Promote Product Price Point to DefaultPromotes 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
Pause SubscriptionPauses 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
Promote Component Price Point to DefaultPromotes 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
Reactivate SubscriptionReactivates 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
Reactivate Subscription GroupReactivates 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.
Bulk Record EventsTool 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 e
Record Payment for InvoiceRecords 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 invoic
Refund InvoiceCreates 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
Remove Coupon from SubscriptionRemoves 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 a
Remove Subscription from GroupRemoves 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 in
Reopen InvoiceReopens 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 m
Replay WebhooksReplays 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
Bulk Reset Subscription Components Price PointsResets 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 configuratio
Resume SubscriptionResumes 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 — y
Retry SubscriptionRetries 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 u
Revoke Billing Portal AccessRevokes 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
Send InvoiceSends 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
Send Request Update Payment EmailSends 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 th
Unarchive Component Price PointUnarchives 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
Unarchive OfferUnarchives 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 idem
Unarchive product price pointUnarchives 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 subscriptio
Update Automatic Subscription ResumptionUpdates 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
Update ComponentUpdates 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 r
Update CouponUpdates 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
Update Coupon SubcodesUpdates 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 manag
Update Invoice Customer InformationUpdates 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
Update Webhook EndpointUpdates 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
Update Payment ProfileUpdates 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 f
Update Prepaid ExpirationUpdates 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 com
Update Product Family ComponentUpdates 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 us
Bulk Update Subscription Component Price PointsBulk 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,
Void InvoiceVoids 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 befor

Changes wait in Needs you

Changes and sends in Maxio are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

How approvals work

Maxio questions

Can an agent change data in Maxio on its own?

Not by default. Changes and sends in Maxio are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

What can an agent read in Maxio?

This connector lists 84 read actions. Reads run at once, without waiting for approval.

How does Maxio connect?

It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

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