What actions can I run in Maxio?

43 actions are available, including "Get a Billing Portal Link", "Get a Coupon", and "Get a Customer", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Maxio Integrations

Subscription billing platform for invoices, customers, products, and recurring revenue. Sync Maxio invoices, payments, and ledgers with CRM, billing, and ops tools.

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Watch EventsTriggers when a new event occurs.
Get a Billing Portal LinkRetrieves a billing portal link for a specified account.
Get a CouponRetrieves a coupon by searching with specific criteria.
Get a CustomerRetrieves a customer's information based on their ID.
Get an InvoiceRetrieves an invoice by its ID.
Get an OfferRetrieves an offer from the service.
Get a ProductRetrieves a product using its ID or other identifying information.
Get a SubscriptionRetrieves a subscription.
Get a Subscription NoteRetrieves a subscription note.
Get CouponsRetrieves all coupons.
Get CustomersRetrieves all customers.
Get InvoicesRetrieves all invoices.
Get OffersRetrieves all offers.
Get ProductsRetrieves all products.
Get Subscription NotesRetrieves all subscription notes.
Get SubscriptionsRetrieves all subscriptions.
Archive a CouponArchives a coupon, marking it as inactive or used.
Archive an OfferArchives an offer permanently from the system.
Archive a ProductArchives a product in the system.
Create a CouponCreates a new coupon in the system.
Create a CustomerCreates a new Maxio customer record.
Create an InvoiceCreates a new invoice in the system.
Create an OfferCreates a new offer in the system.
Create a ProductCreates a new product in the inventory system.
Create a SubscriptionCreates a new subscription with specified details.
Create a Subscription NoteCreates a subscription note for a specified user or service.
Delete a CustomerDeletes a customer from the system.
Delete a Subscription NoteDeletes a note from a subscription.
Enable Billing Portal for CustomerEnables the billing portal for a customer, allowing them to manage their billing and subscription details.
Issue an InvoiceIssues an invoice for a customer or sales transaction.
Make an API CallPerforms an arbitrary authorized API call.
Record a Payment for an InvoiceRecords a payment applied to a specific invoice.
Refund an InvoiceRefunds an invoice for a customer.
Reopen an InvoiceReopens an invoice that was previously closed or paid.
Resend a Billing Portal InvitationResends a billing portal invitation to a user.
Revoke Billing Portal AccessRevokes a user's access to the billing portal.
Send an InvoiceSends an invoice to a specified recipient.
Unarchive an OfferUnarchives an offer that was previously archived.
Update a CouponUpdates a coupon with new information in the service.
Update a CustomerUpdates a customer's information in the system.
Update a ProductUpdates a product's details in the inventory system.
Update a SubscriptionUpdates a subscription with new details or modifications.
Update a Subscription NoteUpdates a subscription note for a given subscription.
Void an InvoiceVoids an existing Maxio invoice.

When to use Maxio

Common scenarios where Maxio automation saves time and reduces manual work.

Trigger workflows automatically when "Watch Events" fires in Maxio — start multi-step automations without polling or manual checks.
Automate "Get a Coupon" in Maxio as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Layer "Get a Coupon" from Maxio with filters, transforms, and AI steps to build automations that match your exact business logic.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Maxio to WEXTL®

Field	Type	Help
API KeyRequired	password	Generate it in Settings → Integrations → API Keys inside your dashboard.
SubdomainRequired	text	It is the first part of your (Chargify) site URL — e.g., yourcompany.maxio.com. `You should pass` yourcompany `only`.

Use in workflow automation

Start from Maxio’s Watch Events trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Coupon as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 44 ready-made steps for finance work, and every run records what went in and what came back.

Maxio workflow on the canvas: Watch Events then Create a Coupon

Frequently asked questions

Common questions about automating Maxio in your workflows.

Maxio has 1 trigger, including "Watch Events". Use them to start workflows the moment Maxio events fire — no polling required.

Field

Type

Help

API KeyRequired

password

Generate it in Settings → Integrations → API Keys inside your dashboard.

SubdomainRequired

text

It is the first part of your (Chargify) site URL — e.g., yourcompany.maxio.com. You should pass yourcompany only.

Use in workflow automation

Start from Maxio’s Watch Events trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Coupon as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 44 ready-made steps for finance work, and every run records what went in and what came back.

Maxio Integrations

When to use Maxio

How to connect

Use in workflow automation

Frequently asked questions

Maxio Integrations

When to use Maxio

How to connect

Connect Maxio to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Maxio to any app in workflows

Connect Maxio to any app in workflows

Connect Maxio to any app in workflows

Maxio Integrations

Maxio triggers and actions

When to use Maxio

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Maxio support?

What actions can I run in Maxio?

Do I need to write code to automate this?

Is the integration secure?

Maxio Integrations

Maxio triggers and actions

When to use Maxio

How to connect

Connect Maxio to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Maxio support?

What actions can I run in Maxio?

Do I need to write code to automate this?

Is the integration secure?

Connect Maxio to any app in workflows

Connect Maxio to any app in workflows

Connect Maxio to any app in workflows