Maxio for your voice agent

Maxio is a subscription billing and revenue management platform for B2B SaaS. It helps teams automate invoicing, payments, usage billing, and revenue insights.

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Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Maxio and paste it on a secure page in Connected apps.
What it reads
84 actions, such as export Invoices, export Proforma Invoices and export Subscriptions.
What it changes
93 actions, such as allocate Component, apply Coupons to Subscription and clone Component Price Point.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 177. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Maxio actions

Reads 84

  • Export Invoices
  • Export Proforma Invoices
  • Export Subscriptions
  • Get MRR
  • List All Component Price Points
  • List Allocations
  • List All Product Price Points
  • List Chargify.js Public Keys
  • List Component Price Points
  • List Components
  • List Components for Product Family
  • List Consolidated Invoice Segments
  • List Coupons for Product Family
  • List Coupon Subcodes
  • List Credit Notes
  • List Customers
  • List Customer Subscriptions
  • List Webhook Endpoints
  • List Events
  • List Exported Invoices
  • List Exported Proforma Invoices
  • List Exported Subscriptions
  • List Invoice Events
  • List Invoices
60 more
  • List Metadata for Resource Type
  • List Metafields
  • List MRR Movements
  • List MRR Per Subscription
  • List Offers
  • List Payment Profiles
  • List Prepayments
  • List Product Families
  • List Product Price Points
  • List Products
  • List Products for Product Family
  • List Proforma Invoices
  • List Reason Codes
  • List Service Credits
  • List Subscription Components
  • List Subscription Components For Site
  • List Subscription Events
  • List Subscription Groups
  • List Subscription Notes
  • List Subscriptions
  • List Usages
  • List Webhooks
  • Preview Allocations
  • Preview Customer Information Changes
  • Preview Proforma Invoice
  • Preview Renewal
  • Preview Signup Proforma Invoice
  • Preview Subscription
  • Preview Subscription Product Migration
  • Read Account Balances
  • Read Advance Invoice
  • Read Component
  • Read Component by Handle
  • Read Component Price Point
  • Read Coupon
  • Find Coupon by Code
  • Read Coupon Usage
  • Read Credit Note
  • Read Customer
  • Read Customer By Reference
  • Read Events Count
  • Read Invoice
  • Read Invoices Export Status
  • Read Offer
  • Read Payment Profile
  • Read Product
  • Read Product By Handle
  • Read Product Family
  • Read Product Price Point
  • Read Proforma Invoice
  • Read Proforma Invoices Export
  • Read Reason Code
  • Read Site
  • Read Site Stats
  • Read Subscription
  • Read Subscription By Reference
  • Read Subscription Component
  • Read Subscription Note
  • Read Subscriptions Export Status
  • Validate Coupon

Changes 72

  • Allocate Component
  • Apply Coupons to Subscription
  • Clone Component Price Point
  • Bulk Create Product Price Points
  • Create Component
  • Create Component Price Point
  • Create Coupon Subcodes
  • Create Customer
  • Create Webhook Endpoint
  • Create Invoice
  • Create Metadata
  • Create Metafields
  • Create or Update Coupon Currency Prices
  • Create Payment Profile
  • Create Prepaid Usage Component
  • Create Prepayment
  • Create Product
  • Create Product Family
  • Create Product Price Point
  • Create Proforma Invoice
  • Create Quantity Based Component
  • Create Reason Code
  • Create Signup Proforma Invoice
  • Create Subscription
48 more
  • Create Subscription Group With Signup
  • Create Subscription Note
  • Create Usage
  • Deduct Service Credit
  • Deliver Proforma Invoice
  • Enable Webhooks
  • Initiate Delayed Cancellation
  • Issue Advance Invoice
  • Issue Invoice
  • Issue Service Credit
  • Migrate Subscription Product
  • Override Subscription
  • Promote Product Price Point to Default
  • Pause Subscription
  • Promote Component Price Point to Default
  • Reactivate Subscription
  • Reactivate Subscription Group
  • Bulk Record Events
  • Record Payment for Invoice
  • Refund Invoice
  • Refund Prepayment
  • Reopen Invoice
  • Replay Webhooks
  • Bulk Reset Subscription Components Price Points
  • Resume Subscription
  • Retry Subscription
  • Send Invoice
  • Send Request Update Payment Email
  • Unarchive Component Price Point
  • Unarchive Offer
  • Unarchive product price point
  • Update Automatic Subscription Resumption
  • Update Component
  • Update Component Price Point
  • Update Coupon
  • Update Coupon Subcodes
  • Update Customer
  • Update Invoice Customer Information
  • Update Webhook Endpoint
  • Update Payment Profile
  • Update Prepaid Expiration
  • Update Product
  • Update Product Family Component
  • Update Product Price Point
  • Update Reason Code
  • Update Subscription
  • Bulk Update Subscription Component Price Points
  • Update Subscription Note

Deletes 21

  • Archive Component
  • Archive Component Price Point
  • Archive Coupon
  • Archive Offer
  • Archive Product
  • Archive product price point
  • Cancel Delayed Cancellation
  • Deactivate Event Based Component
  • Delete Coupon Subcode
  • Delete Customer
  • Delete Prepaid Usage Allocation
  • Delete Reason Code
  • Delete Subscription Group
  • Delete Subscription Note
  • Delete Subscription Payment Profile
  • Delete Unused Payment Profile
  • Remove Coupon from Subscription
  • Remove Subscription from Group
  • Revoke Billing Portal Access
  • Void Advance Invoice
  • Void Invoice

Maxio setup

  1. Pasting a Maxio API key

    Create an API key in Maxio, choose Maxio in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 177 actions the agent may use. Start with lookups and add the ones that change Maxio when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Get started

Tell us what your callers ring about, and we build and test the agent for you.

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