Maxio by Maxmel Tech

maxio is a comprehensive billing and financial operations platform for b2b saas, offering subscription management, invoicing, revenue recognition, and integrations integrating maxio with make com enables automated, streamlined financial workflows and enhanced connectivity with other business tools this is ai generated content based on official maxio documentation the content may still contain errors—please verify important information if you have questions, contact maxio directly how to get support on maxio maxio is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=maxio\&app slug=maxio community\&app unique id=maxio 4l12f5 requirements to use the maxio app in make, you must have an active maxio account and an api key, create your account on maxio app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect maxio and {{product name}} to get started, you must first create a connection between maxio and {{product name}} , allowing the two services to communicate you can connect using the following method api keys api keys instructions you need to retrieve your api key from your account settings login to your maxio account using your credentials navigate to the settings section in your account locate the api section within the settings find and copy the api key displayed in this section some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=maxio\&app slug=maxio community\&app unique id=maxio 4l12f5 create the connection in {{product name}} log in in your make account , add the maxio module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your maxio or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page maxio modules after connecting to the maxio app, you can choose from a list of available modules to build your {{scenario plural lowercase}} archive a coupon this module allows you to archive a coupon, effectively marking it as either inactive or used so it can no longer be redeemed archive a product this module allows you to archive a specific product in the system, effectively removing it from active listings while keeping its information stored for future reference archive an offer permanently removes an offer from the system by archiving it, ensuring it is no longer active or visible in your account create a coupon adds a brand new coupon to your account, allowing you to offer discounts or special deals to your customers create a customer adds a new customer profile to the selected system, storing their details for future reference and use create a product adds a brand new product to your inventory database, including its details like name, description, and other relevant information create a subscription creates a brand new subscription using the details you provide, allowing you to easily manage and track your subscribers create a subscription note adds a note to a particular user’s or service’s subscription, allowing you to include additional information or comments related to that subscription create an invoice generates a brand new invoice within the system, allowing you to easily bill your customers for goods or services create an offer adds a brand new offer to your system, allowing you to specify all the necessary details for the offer delete a customer permanently removes a selected customer and all their associated information from the system delete a subscription note removes a specific note from an existing subscription, helping you keep your subscription details organized and up to date enable billing portal for customer this module activates the billing portal for a customer, giving them direct access to view and update their billing information, manage payment methods, and handle their subscription details get coupons fetches a complete list of all available coupons from your account, allowing you to view and manage every coupon in one place get customers fetches a complete list of all customers from your account, allowing you to view and manage customer details in one place get invoices fetches a complete list of all invoices from your account, allowing you to view and manage your billing records in one place get offers fetches and returns a complete list of all available offers, allowing you to view every offer in your account get products fetches a complete list of all products available in your store, allowing you to view and manage your entire product catalog get subscription notes fetches and displays all notes associated with your subscriptions, allowing you to view detailed information and comments linked to each subscription get subscriptions fetches a complete list of all your current subscriptions, allowing you to view and manage each one in detail get a billing portal link generates a direct link to the billing portal for a specific account, allowing you or your users to easily access and manage billing information get a coupon this module allows you to find and retrieve a specific coupon by searching with detailed criteria you provide, making it easy to locate exactly the coupon you need get a customer fetches detailed information about a specific customer using their unique id get a product fetches detailed information about a specific product by using its unique id or other identifying details get a subscription fetches detailed information about a specific subscription, allowing you to view all its associated data and status get a subscription note fetches detailed information about a specific note attached to a subscription get an invoice fetches a specific invoice using its unique id, allowing you to view all the details associated with that particular invoice get an offer fetches detailed information about a specific offer from the service, allowing you to view all its relevant details issue an invoice creates and sends an invoice to a customer for a specific sales transaction, helping you keep track of your billing and payments make an api call allows you to make a custom, authorized api request to the connected service, giving you flexibility to interact with features or endpoints that may not be covered by the standard modules record a payment for an invoice records a payment made towards a particular invoice, helping you keep track of which invoices have received payments and how much has been paid refund an invoice processes a refund for a specific customer invoice, returning the charged amount back to the customer reopen an invoice this module allows you to reopen an invoice that has already been marked as closed or paid, making it active again for further actions or edits resend a billing portal invitation sends a new invitation to a user, giving them access to the billing portal so they can manage their account or payment details revoke billing portal access removes a user's ability to access the billing portal, ensuring they can no longer view or manage billing information send an invoice creates and sends an invoice directly to the recipient you specify, making it easy to bill your clients or customers unarchive an offer restores an offer that you had previously archived, making it active and accessible again update a coupon updates an existing coupon in the service with your specified details, allowing you to modify information such as the discount amount, expiration date, or other coupon attributes update a customer updates the details of an existing customer in your system, allowing you to modify information such as their name, contact details, or other relevant data update a product allows you to modify and update specific information about a product—such as its name, description, price, or stock levels—directly within the inventory system update a subscription allows you to update an existing subscription by changing its details or applying specific modifications as needed update a subscription note updates the note attached to a specific subscription, allowing you to add or modify important information related to that subscription void an invoice cancels an existing invoice in the selected system or platform, marking it as void so it is no longer considered valid or payable watch events the "watch events" module monitors your selected app for new events as they occur, instantly triggering your scenario whenever a specified event takes place this helps you stay updated and automate actions based on real time changes templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} maxio resources you can have access to more resources related to this app on the following links maxio website maxio documentation maxio api documentation maxio page on make