How to connect Chargify (Maxio) to Binom: customer subscriptions, payment portal link, invoices, coupon checks. Available on request.
The Chargify (Maxio) integration with Binom answers customers about subscriptions and payments: your AI employee finds a customer's subscriptions, sends a link to the customer's payment portal, sends an invoice, and checks coupons. Chargify (Maxio) is available on request in your Binom dashboard: Integrations → More integrations → Chargify (Maxio).
What Binom can do in Chargify (Maxio)
Binom here means your AI employee. After you connect Chargify (Maxio), it calls the service's actions when a conversation needs that data. You decide which actions are available to it. In the dashboard, each action is labeled: read (Binom only views data), write, or delete (Binom changes or deletes data in Chargify (Maxio)).
| Section | What Binom can view | What Binom can change |
|---|---|---|
| Customers and subscriptions | Customers, subscriptions, events, balance | Creating a customer, prepayment, service credit |
| Invoices | Invoices, proforma invoices, credit notes | Creating, sending, paying, refunding, voiding |
| Payment portal | Portal link | Enabling the portal |
| Coupons and offers | Coupons, coupon validation, offers | Creating and editing |
| Catalog | Products, prices, components | Creating and editing |
Can the chatbot answer about a subscription in Chargify?
Yes. Binom finds the customer ("Read Customer By Reference") and their subscriptions ("List Customer Subscriptions") and states the current plan and status.
Payment link and invoice
Binom sends a link to the portal, where the customer updates their card and views invoices ("Read Billing Portal Link"), or resends an invoice ("Send Invoice").
Coupon check
The customer gives a promo code, and Binom checks whether it is valid ("Validate Coupon").
What access you will need
Connection method: API key. You need an API key with administrator permissions. Details for each method are shown in the "Authentication" section on the Chargify (Maxio) page in the dashboard.
How to get the Chargify (Maxio) integration
Chargify (Maxio) is connected on request: first, the Binom team sets up the integration for your account. The general catalog rules are described in the instructions on how to connect a service from "More integrations".
- Open Integrations → More integrations, enter "Chargify (Maxio)" in the "Search integrations" field, and open the Chargify (Maxio) card.
- The "Chargify (Maxio) integration for assistant" page will show the message "Integration available on request. Request it now, and we will set it up for you as a priority." The assistant here is your Binom. The "Authentication" section shows which access you will need, and the "Actions" list shows everything Binom can do in Chargify (Maxio).
- Click "Request integration". The message "Request sent. You will receive a notification when the integration is available." will appear, and the button will change to "Requested".
- A Binom setup specialist will contact you. When the integration is ready, a "Connect" button will appear on the Chargify (Maxio) page.
- Click "Connect," go through the steps in the "Connecting Chargify (Maxio)" window, and click "Done". After "Connecting…", the status will change to "Connected". If the message "Confirmation has not arrived yet. The connection may still complete. Check again in a minute." appears, click "Check again".
How to choose what Binom can do in Chargify (Maxio)
A connected integration does nothing until you allow actions. The dashboard states this directly: "Select the actions the assistant may perform. Until you select something, it has access to none of them."
- On the Chargify (Maxio) page, tick the actions you need in the "Actions" list. The "Filter actions" field helps you find them by name. The counter shows how many are selected.
- Check the "Ask before changing data" toggle. It is on by default: before a create, update or delete action, Binom will describe what it plans to do and wait for your confirmation.
- Click "Save". The message "Allowed actions saved" confirms the changes.
To start, "Read Customer By Reference", "List Customer Subscriptions", "Read Billing Portal Link" and "Read Invoice" are enough. Add the change and delete actions when you are ready to let Binom make changes in Chargify (Maxio).
How to check that the integration works
- Start a new conversation with your Binom, for example through a public chat link, ask about a test customer's subscription, and compare the answer with Chargify.
Possible issues
Binom does not use Chargify (Maxio) data in its answers
What to check: that the Chargify (Maxio) status is "Connected" and the required actions are selected (for example "List Customer Subscriptions").
What to do: select the actions and click "Save".
How to tell it is fixed: the message "Allowed actions saved" appears, and in a new conversation Binom answers using Chargify (Maxio) data.
"Could not save the request. Please try again."
What to do: click "Request integration" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom and the integration (Chargify (Maxio)).
How to tell it is fixed: the button shows "Requested".
"Integration is temporarily unavailable – your request has been saved."
You don't need to do anything else: the request is saved, and you will receive a notification when Chargify (Maxio) can be connected.
"Reconnection required"
What this means: "The service no longer accepts saved credentials, so the assistant does not use them."
What to do: open the Chargify (Maxio) page in More integrations, click "Reconnect", and go through the connection window again.
How to tell it is fixed: the status shows "Connected".
"Could not start the connection. Please try again."
What to do: click "Connect" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom, the integration (Chargify (Maxio)) and a screenshot of the message.
How to tell it is fixed: the "Connect Chargify (Maxio)" window opens.
"On a paid plan" instead of the connect button
The page will show "Available on a paid plan. Tell us what you need, and we will let you know when it launches." For what each plan includes, see the plans and subscription pricing page, and for how to change your plan, see the guide how to change or upgrade your plan. After changing your plan, return to More integrations and open Chargify (Maxio) again.
"You do not have permission to manage this section."
What this means: only users with the Owner or Admin access level can manage integrations.
What to do: ask the account owner to give you the Admin access level or to connect Chargify (Maxio) yourself. More details: access levels in a team.
How to tell it's resolved: after you refresh the page, the integration settings open.
If the problem is not resolved, write to support@binomai.com or send "I want to talk to a person" in the chat with Binom Tutor. Include the name of your Binom, the integration, and attach a screenshot of the message.
How to disconnect Chargify (Maxio)
On the Chargify (Maxio) page, click "Disconnect". The "Disconnect Chargify (Maxio)?" window will show a warning: "The assistant will lose access to the service. To restore it, you will need to connect the integration again and re-enter the credentials." Confirm, and the message "Integration disconnected" will appear.
Other common questions
Do I need a developer to integrate Chargify (Maxio)?
No. You request Chargify (Maxio) in Integrations → More integrations, the Binom team sets up the integration, and then you connect the account yourself and choose the actions.
What's next
Updated October 21, 2026
