Maxio

Creates 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: - Add a new component to a subscription (initial allocation) - Upgrade or downgrade the quantity of an existing compone…

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Applies 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 to succeed.

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Archives 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 archived, the component cannot be used for new subscriptions, but existing subscriptions with the component will contin…

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Archives 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 Archived price points are no longer available for new subscriptions but remain accessible for historical reference. This action is irreversible — once arch…

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Archives 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 used for new subscriptions, but existing redemptions remain valid.

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Archives 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, the offer cannot be used for new subscriptions, but existing subscriptions using this offer will continue to function…

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Archives 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 action is irreversible - once archived, the product cannot be unarchived.

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Archives 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 subscriptions will continue to use them. This action is irreversible once completed.

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Cancels 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 cancellation time passes.

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Clones 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 cloned version. The cloned price point will inherit all pricing settings from the source price point including the pricing s…

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Creates 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, Premium) with different prices, intervals, and trial periods. This is more efficient than creating price points individual…

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Creates 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 components to a product family. Supports five component types: metered_components (usage-based with unit pricing), quantity_…

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Creates 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 component. This action is irreversible — once created, a price point cannot be deleted via API; it can only be archived.

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Creates 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 are tied to the parent coupon and inherit the coupon's discount rules. Note: Subcodes must be unique across the entire…

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Creates 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 organization, reference, phone, and address can be included to provide additional customer information.

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Creates a new webhook endpoint in Maxio Advanced Billing. Use when you need to register a new webhook endpoint to receive event notifications.

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Creates 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 invoice can include multiple line items with titles, descriptions, quantities, and prices.

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Creates 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 information. Note: If metadata with the same name already exists for the resource, this action will update the existing…

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Creates 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 metafield definition, you can set values for that field on individual resources. The resource_type determines which ent…

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Tool 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 replace all existing currency prices for the coupon with the new values provided.

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Creates 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 and returns a vault token for future use.

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Creates 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 units. The component supports various pricing schemes (per_unit, volume, tiered, stairstep) and optional overage pricing…

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Creates 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 prepay for services, make an advance payment, or add funds to their account balance.

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Tool 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 up subscription billing products with various pricing configurations including trial periods, initial charges, and bil…

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Creates 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 category or family grouping to organize your subscription products.

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Creates 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 points determine the billing amount, interval, and optional trial periods for subscriptions. The price point must include a…

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Creates 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 expected billing amounts with a customer before finalizing the invoice. Note: This action creates a proforma invoice with…

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Creates 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, or device slots. Quantity-based components allow customers to purchase a variable number of units (e.g., 5 user licenses…

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Creates 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. Reason codes are used for reporting and analytics on churn, allowing you to track and understand why customers are le…

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Creates 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 amounts for a potential new customer or to share expected costs before finalizing a subscription signup. This action requir…

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