Integrations / Commerce
Manage Maxio invoices and subscriptions from WhatsApp
Flann connects Maxio to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Maxio action. Linking Maxio brings your shop into the chat you already live in. Orders, stock and customers become things you ask about, not screens you dig through. You decide what goes through.
177 actions in Maxio. 84 only look things up, and 93 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Maxio
Type it or say it in a voice note. Flann works out which Maxio action you mean.
“Show me my events in Maxio.”
“Show me my coupons in Maxio.”
“Show me my invoices in Maxio.”
“Create a product in Maxio.”
“Create a customer in Maxio.”
“Create a product family in Maxio.”
What Flann can work with in Maxio
Maxio gives Flann 177 actions across 49 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Subscriptions | createexportlook uppausedeleteresume | 9 |
| Invoices | createexportlook uprefundreopensend | 8 |
| Products | archivecreatelook upupdate | 7 |
| Coupons | archivelook upsearchdeleteupdate | 6 |
| Customers | createdeletelook upupdate | 6 |
| Subscription notes | createdeletelook upupdate | 5 |
| Proforma invoices | createexportlook up | 4 |
| Advance invoices | look upvoid | 2 |
Side by side, the two ways of working in Maxio:
| Compare | Opening MaxioLog in, find it, do it | Maxio through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about invoices | Filters and searches you run yourself | 84 look-ups, answered straight away |
| Making changes | Typed in by hand | 93 changes, made from a message |
| Maxio records | All of them, one screen at a time | 49 kinds, from one chat |
| Getting connected | Nothing new to set up | Your Maxio API key, once |
YesPartlyNo
Step by step: Maxio jobs you can hand to Flann
What happens between your message and the result in Maxio.
Find an invoice and send it
- You message Flann on WhatsApp: “Find the invoice we talked about in Maxio and send it.”
- Flann runs
List Invoicesin Maxio and shows you what it found. - Flann runs
Send Invoicein Maxio. - It confirms in the chat once it is sent.
Create a subscription from a voice note
- You message Flann on WhatsApp: “Create a subscription in Maxio with these details.”
- Flann runs
List Subscriptionsin Maxio and shows you what it found. - Flann runs
Create Subscriptionin Maxio. - Flann creates it in Maxio and confirms in the chat.
Fix a customer without opening Maxio
- You message Flann on WhatsApp: “Change the customer in Maxio: here is what is different.”
- Flann runs
List Customersin Maxio and shows you what it found. - Flann runs
Update Customerin Maxio. - Flann makes the change in Maxio and confirms in the chat.
The Maxio jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Processing a refund request
Today
A refund means checking the order, confirming what was paid, deciding the amount and then working through the refund screens in Maxio. It is fiddly every time.
With Flann
“Refund Tom for the broken mug, keep the shipping”
Locating Tom's order in Maxio, Flann works out the amount for the mug alone and prepares the refund alongside a short apology. You see the figure before anything moves.
What you stop doing: Clicking through refund screens for a single item stops eating into your day.
Fielding the same product question
Today
Questions like whether it is dishwasher safe or contains nuts come in daily. You answer them from memory or by digging through the product page in Maxio.
With Flann
“Someone's asking if the hamper has nuts. What do we say?”
Only what the listing in Maxio actually says goes into the answer Flann drafts. Where the listing is silent, Flann tells you rather than guessing.
What you stop doing: Hunting through product pages for the same answer is no longer part of your day.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Maxio
- In Flann, go to Connectors and find Maxio.
- Paste your Maxio API key into the secure form Flann opens. You will find the key in your Maxio account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Maxio action and fills in the details.
Reading from Maxio is instant. Maxio stays connected until you remove it in Connectors.
Ways to use Maxio with Flann
Update a product on the go
Tell Flann a price or a description changed. It prepares the update in Maxio and shows it to you first.
Today’s orders in one line
Ask Flann how many orders came in and what is waiting to ship. It reads Maxio and answers in the chat.
Bring back one-time buyers
Ask who bought once and never came back. Flann finds them in Maxio and drafts a reason to return.
Everything Flann can do in Maxio
All 177 Maxio actions, as Flann sees them.
Looks up 84
- Preview Signup Proforma Invoice
- Export Invoices
- Export Proforma Invoices
- Export Subscriptions
- Find Coupon by Code
- Get MRR
- List All Component Price Points
- List All Product Price Points
- List Allocations
- List Chargify.js Public Keys
- List Component Price Points
- List Components
- List Components for Product Family
- List Consolidated Invoice Segments
- List Coupon Subcodes
- List Coupons for Product Family
- List Credit Notes
- List Customer Subscriptions
- List Customers
- List Events
- List Exported Invoices
- List Exported Proforma Invoices
- List Exported Subscriptions
- List Invoice Events
- List Invoices
- List Metadata for Resource Type
- List Metafields
- List MRR Movements
- List MRR Per Subscription
- List Offers
and 54 more
Changes 93
- Bulk Create Product Price Points
- Cancel Delayed Cancellation
- Create Component Price Point
- Create Customer
- Create Metadata
- Create Prepayment
- Create Product
- Create Product Family
- Create Product Price Point
- Create Proforma Invoice
- Create Reason Code
- Create Signup Proforma Invoice
- Create Subscription
- Create Subscription Group With Signup
- Create Subscription Note
- Deduct Service Credit
- Issue Advance Invoice
- Issue Service Credit
- Refund Prepayment
- Update Component Price Point
- Update Customer
- Update Product
- Update Product Price Point
- Update Reason Code
- Update Subscription
- Update Subscription Note
- Void Advance Invoice
- Allocate Component
- Apply Coupons to Subscription
- Archive Component
and 63 more
More Commerce apps Flann works with
BestbuyCommon questions
What can Flann do with subscriptions in Maxio?
Flann can create, export, look up, pause and delete subscriptions in Maxio, using 9 actions (Create Subscription, Export Subscriptions, List Subscriptions, Pause Subscription and more). Looking up runs straight away and changes nothing. The other actions create or change subscriptions in Maxio.
What can Flann do with invoices in Maxio?
Flann can create, export, look up, refund and reopen invoices in Maxio, using 8 actions (Create Invoice, Export Invoices, List Invoices, Read Invoice and more). Looking up runs straight away and changes nothing. The other actions create or change invoices in Maxio.
How does Flann connect to Maxio?
Open Connectors in Flann, choose Maxio and paste your Maxio API key into a secure form. You will find the key in your Maxio account settings. Once it is connected, Flann can use 177 actions in Maxio.
How do I ask Flann to do something in Maxio?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Maxio action that fits and asks if anything is missing.
Which Flann plan do I need for Maxio?
Any of them. Every Flann plan includes Maxio and every other app.