Maxio connector icon

Maxio Integrations

Maxio (previously Chargify) is an on-line application that adapts to every recurring billing scenario.

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01

Low-code orchestration

Connect, compose and ship AI features faster.

02

Multi-tenant deployment

Isolate customer credentials and configurations at scale.

03

Governed access

Apply policies, field controls and audit trails across usage.

04

Embedded experience

Deliver workflows natively inside your product.

CONNECTOR OVERVIEW

Create automations with our Maxio connector

Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low code integration builder to integrate your application with Maxio, so you can provide in-app Maxio integrations for your end users.

PRODUCT USE CASES

Top Use Cases for Maxio Integrations

Quickly create integrations between your SaaS application and Maxio with Cyclr's low code integration builder. Publish your Maxio integration into your application using Cyclr's white label embedded integration marketplace.

Accounting

  • Generate receipts in accouting for new payment charges
  • Generate receipts in accouting for new billing/payment charges

ORCHESTRATION

How Maxio works with Cyclr

Cyclr sits between your SaaS product and Maxio to handle authentication, govern access and orchestrate every API call per customer, at scale.

  1. 1

    Your SaaS product

    Your app requests an action for a specific customer.

  2. 2

    Cyclr orchestration

    Cyclr authenticates, applies policies and routes the request.

  3. 3

    Maxio

    Maxio processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore Maxio methods you can orchestrate through Cyclr.

Components11

Create Component (On Off)

Action

Create an "on off" component within a product family.

Create Allocation For On/Off Component

Action

This request will return information regarding a component having the handle you provide. You can identify your components with a handle so you don't have to save or reference the IDs generated.

Update Component Quantity

Action

Creates a new allocation for the subscription, setting a new currently allocated quantity and recording a memo.

List New Components By Product Family

Action

Gets a list of all components for a product family created after the last run time.

Create Multiple Allocations

Action

Creates multiple allocations, setting the current allocated quantity for each of the components and recording a memo.

Create Component (Metered)

Action

Create a metered component within a product family.

Create Price Point

Action

Create a new price point.

List Components By Product Family

Action

Gets a list of all components for a product family.

Identify Components

Action

Returns only components when given a collection of handles.

Create Component (Quantity Based)

Action

Create a quantity based component within a product family.

Find Component By Handle

Action

This request will return information regarding a component having the handle you provide. You can identify your components with a handle so you don't have to save or reference the IDs generated.

Product Families5

Delete Product Family

Action

Deletes a product family.

List Product Families

Action

Gets a list of all product families.

Get Product Family

Action

Gets details of a specific product family.

Create Product Family

Action

Creates a new product family.

Update Product Family

Action

Update a product family.

Customers10

Get Customer by Reference

Action

Lookup Customer by Reference.

Find Customers

Action

Gets a list of customers matching a value. This can be a complete or partial email address, an ID, etc.

List Updated Customers

Action

Gets a list of customers updated since last run.

Check Customer Exists

Action

Checks customer exists and returns the first customer record found.

List Customers

Action

Gets a list of all customers.

Get Customer

Action

Gets details of a specific customer.

Update Customer

Action

Makes updates to a customer record.

Create Customer

Action

Creates a new customer record.

Delete Customer

Action

Deletes a customer.

List New Customers

Action

Gets a list of customers created since last run.

Customer Custom Fields1

List Customers Custom Fields

Action

Gets details of a specific customers custom field entries.

Product Price Points5

Create Product Price Point

Action

Create a price point for a given product.

Update Currency Prices (Product)

Action

Update the prices of currency prices for a given currency that exists on the product price point.

List Product Price Points

Action

Gets a List of the price points of a given product.

Create Currency Prices (Product)

Action

Create currency prices for a given currency that has been defined on the site level in your settings.

Update Product Price Point

Action

Update the price points of a given product.

MRR2

Get MRR

Action

Returns your site's current MRR, including plan and usage breakouts.

Get MRR Movements

Action

This endpoint returns your site's MRR movements. Results can be scoped to a single subscription by providing a subscription_id query param.

Events5

List New Site Events

Action

Gets a list of events for a site since last run. Use filters to narrow down results. You may use the key filter to narrow down results..

List New Subscriptions Events

Action

Gets a list of new events for a subscription since last run

List Subscriptions Events

Action

Gets a list of events for a subscription.

List Site Events

Action

Gets a list of events for a site. Use filters to narrow down results. You may use the key filter to narrow down results..

Get Count of Site Events

Action

Gets a count of the entire events for a given site.

Component Price Points5

Update Currency Prices (Component)

Action

Update currency prices for a given currency that has been defined on the site level in your settings.

Get Component Price Point Currency Prices

Action

Gets the currency prices for a price point of a given component.

Update Price Point

Action

Updates an existing price point's prices.

Create Currency Prices (Component)

Action

Create currency prices for a given currency that has been defined on the site level in your settings.

Get Component Price Points

Action

Gets the price points of a given component.

Notifications6

Statement Settled

Webhook

Event received when Statement Settled in Chargify.

Signup Success

Webhook

Signup Success Event received when subscribed to in chargify.

Renewal Success

Webhook

Renewal Success Event received when subscribed to in chargify.

New Subscription

Webhook

Subscription Created Event received when subscribed to in chargify.

Subscription Changed

Webhook

Subscriptions Event received when subscribed to in chargify.

Customer Created

Webhook

Customer Created Event received when subscribed to in chargify.

Credit Notes1

Get Credit Note

Action

Get a single credit note.

Invoices6

List Invoices

Action

Gets a list of all invoices.

Get Invoice

Action

Get a single invoice record.

List New Invoices

Action

Gets a list of all invoices created after the last run time.

Create Invoice Payment

Action

Record an external payment against a specific invoice.

List New Invoice Events

Action

Retrieves a list of invoice events since the last time this action was executed.

List Invoice Payments

Action

Gets a list of all payments for an invoice.

Prepaid Usage7

Create Prepaid Usage

Action

Creates an instance of prepaid usage for a subscription.

Update Allocation's Expiration Date

Action

Updates a prepaid usage allocation's expiration date.

Create Prepaid Usage Allocation

Action

Creates a prepaid usage allocation.

Create Prepaid Usage Component

Action

Creates a prepaid usage component under the specified product family.

Delete Prepaid Usage Allocation

Action

Deletes a prepaid usage allocation.

Create Prepaid Usage Price Point

Action

Creates a price point for a prepaid usage component.

List Prepaid Usage

Action

Retrieves a list of the usages associated with a subscription for a particular prepaid usage component.

Management Links1

Get Management Link

Action

Read a management link.

Subscriptions21

List Updated Subscriptions

Action

Gets a list of all the subscriptions.

Update Subscriptions Billing Date

Action

Update a single subscriptions next billing date.

List New Subscriptions

Action

Gets a list of all the subscriptions.

Update On-Hold Subscription

Action

To update a subscription's resume date, use this method to change or update the automatically_resume_at date.

Update Subscription

Action

Update a single subscription.

List Subscriptions

Action

Gets a list of all the subscriptions.

Get Subscription

Action

Gets details of a specific subscription.

Create Subscription

Action

Create a subscription. Depending on the fields set will determine the type of subscription created, see https://reference.chargify.com/v1/subscriptions/subscription-request-examples

Delete Subscription

Action

Delete a single subscription.

Get Subscription by Reference

Action

Lookup Subscription by Reference.

Pause Subscription

Action

This will place the subscription in the on_hold state and it will not renew.

List New Subscriptions By Customer

Action

Gets a list of customers subscriptions created since last run.

Get Subscription Component

Action

Gets details of a subscription's specific component.

Get Subscription Component Allocations

Action

Gets details of a subscription's specific components allocations.

List Subscriptions Components

Action

Gets a list of all components for a susbscription.

Update Subscription Metadata

Action

Update a single subscription.

Create Subscription Metadata

Action

Create metadata for a single subscription.

List Updated Subscriptions By Customer

Action

Gets a list of all the subscriptions for a customer updated since last run.

List Subscriptions By Customer

Action

Gets a list of all the subscriptions for a customer.

Get Metadata For Subscription

Action

Gets details of a specific subscriptions custom field entries.

Create Usage For Subscription

Action

Allows you to record an instance of metered usage for a subscription. The quantity from usage for each component is accumulated to the unit_balance on the component line item for the subscription.

Custom Fields1

Update Custom Field

Action

Update a specific subscription or customer custom field.

Products9

Identify Product

Action

Returns first product found when given a collection of handles.

Get Product By Handle

Action

Gets a product by handle.

List Products

Action

Gets a list of all products.

List Products in Family

Action

Gets a list of all products within a product family.

Create Product

Action

Creates a new product record.

Update Product

Action

Updates a product.

Get Product

Action

Gets the details of a specified product.

List New Products

Action

Gets a list of all products created after the last run time.

Delete Product

Action

Deletes a product.

TECHNICAL DETAILS

Maxio integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Maxio integrations in Cyclr.

API and authentication

API host
Not specified
Authentication
See Connector in Console
Credentials

Review the connector installation fields in Cyclr Console.

Method categories

See available methods

Pagination and rate limits

Pagination

Method-specific behavior should be confirmed before implementation.

Rate limits

Refer to the vendor API documentation for current limits.

IMPLEMENTATION

Authentication at a glance

Authentication requirements and any available connection options are shown when installing this connector in Cyclr Console.

Authentication method
See Connector in Console
Credential required

Review the connector installation fields in Cyclr Console.

KEEP EXPLORING

Related resources and connectors

Documentation

Maxio Connector Documentation

Read more →Resource

SaaS Integration: How do you do it?

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