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Maxio Integration

Subscription billing platform for invoices, customers, products, and recurring revenue. Sync Maxio invoices, payments, and financial records with CRM, billing, and operations tools. When Watch Events arrives, automatically continue with Get a Billing Portal Link or Get a Coupon.
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  • GDPR
  • Data Encryption
  • 2FA
  • Local Data Region

Supported triggers and actions for Maxio integration

Triggers can detect changes in Maxio and run actions that can create, search or modify data inside Maxio automatically [3] — exactly how you set them.

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    Watch EventsTriggers when a new event occurs.
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    Get a Billing Portal LinkRetrieves a billing portal link for a specified account.
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    Get a CouponRetrieves a coupon by searching with specific criteria.
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    Get a CustomerRetrieves a customer's information based on their ID.
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    Get a ProductRetrieves a product using its ID or other identifying information.
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    Get a SubscriptionRetrieves a subscription.
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    Get a Subscription NoteRetrieves a subscription note.
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    Get an InvoiceRetrieves an invoice by its ID.
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    Get an OfferRetrieves an offer from the service.
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    Get CouponsRetrieves all coupons.
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    Get CustomersRetrieves all customers.
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    Get InvoicesRetrieves all invoices.
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    Get OffersRetrieves all offers.
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    Get ProductsRetrieves all products.
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    Get Subscription NotesRetrieves all subscription notes.
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    Get SubscriptionsRetrieves all subscriptions.
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    Archive a CouponArchives a coupon, marking it as inactive or used.
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    Archive a ProductArchives a product in the system.
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    Archive an OfferArchives an offer permanently from the system.
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    Create a CouponCreates a new coupon in the system.

How to integrate Maxio in automation workflow?

3 simple steps to make your Maxio connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

How Maxio connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Maxio app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Maxio supports.

The following table illustrates what fields Maxio integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how Maxio is connected in WEXTL builder.

Video slide demonstrates how Maxio is connected in WEXTL builder [4].

FieldTypeHelp
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.

Connect Maxio to popular apps on WEXTL

Enter a name of the other app you want to sync with Maxio below. Click on selected app to explore integration options with Maxio. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Maxio integration

Select Watch Events trigger from Maxio - this will be a starting point in your automation. Whenever event happens in Maxio, workflow will start [7] from Watch Events node.

Search for Create a Coupon, connect it as the next step of integration sequence. You can use filters between Watch Events and Create a Coupon, so only important data pass from Watch Events to the next step. WEXTL gives you full control over the process of Maxio automation. All parts of workflow are visible on the canvas [4].

Maxio on WEXTL has 44 modules for building finance automations. Explore Maxio documentation for more.

Video slide demonstrates how Watch Events and Create a Coupon nodes are used in Maxio workflow.

Video slide demonstrates how Watch Events and Create a Coupon [6] nodes are used in Maxio workflow.

Frequently asked questions

Common questions about automating Maxio in your workflows.

Try Maxio on WEXTL®

Claim your 3-day trial to build Maxio integrations and access every WEXTL® feature.

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References

List of sources used to gather information about the Maxio integration.

  1. Maxio integration source code, module specs and credentials implementation.
  2. Internal Maxio integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official Maxio vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® Maxio App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation