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Maxio

By Maxio previously Chargify

Maxio + Salesforce: Built for B2B SaaS

No Ratings
$20   USD/user/month
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Business Need
Finance
Accounting
Payments Processing
Requires
Sales Cloud
Compatible With
Experience Cloud
Revenue Cloud CPQ

The Maxio + Salesforce integration gives your teams the tools they need to manage your unique subscription business. From product catalog to subscription previews to close and beyond, the Maxio + Salesforce integration gives you complete control.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Experience Cloud
Revenue Cloud CPQ
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
Maxio/Maxio 4.19 4.19.0
Listed On
04/15/2021
Latest Release
02/11/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 27
Custom Tabs: 19
Custom Apps: 3
Lightning Components
Global: 22
App Builder: 3
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
3.206.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/25/2021

Additional Details

The Maxio for Salesforce integration provides a two-way sync which allows you to push data from Maxio to Salesforce and vice versa. - Create customers and subscriptions - Update payment information - Change product (prorated or non-prorated) - Cancel or reactivate - Allocate components - Add or update custom field values - View Historical Transactions - Create subscriptions from Salesforce CPQ Quote - And much more ...

Need help?

Maxio previously Chargify

San Antonio, TX

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