Integrate MAXIO with Zoho CRM
Send information between MAXIO and Zoho CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create Zoho CRM tasks for new invoices in Chargify
New invoices can create a lot of work for your team. This flow helps
initiate the process right away. Each time a new invoice is created in
Chargify, it automatically creates a corresponding task in Zoho CRM.
How it works
1. A new invoice is created in Chargify.
2. Zoho Flow creates a task in Zoho CRM.
Create Zoho CRM tasks for new invoices in Chargify
MAXIO + Zoho CRM
Build your own integrations between MAXIO and Zoho CRM
Connect MAXIO and Zoho CRM with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate MAXIO and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer created
Triggers when a new customer is created
Invoice created
Triggers when a new invoice is created
Subscription created
Triggers when a new subscription is created
New lead
Triggers when a new lead is created
New contact
Triggers when a new contact is created
Updated module entry
Triggers when an entry is updated in the selected module
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
Entry created or updated
Triggers when a record entry is created or updated
New note
Triggers when a new note is added
User created or updated
Triggers when the details of an existing user are created or updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New module
Triggers when a new module is created
All Actions - Actions are the automated tasks
Create charge
Creates a new charge for a live subscription
Create subscription
Creates a product subscription for a customer
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Remove tags
Removes tags from the specified record
Draft email template
Drafts an email based on the selected template
Update module entry
Updates the specified module entry
Send email template
Sends an email to the specified users
Send mail merge
Sends a mail merge with details of the selected record
Update related module entry
Relates an entry in this module with an entry in another module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Raise signal
Raises a signal to Zoho CRM
Add note
Adds a note to the selected module
Add tags
Adds tags to the specified record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Convert lead to contact
Converts a lead to a contact
Add user
Adds a new user
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch user
Fetches the details of an existing user by name or email address
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch inventory template
Fetches an inventory template using ID
Fetch email template
Fetches an email template by name
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
What is MAXIO?
MAXIO is online billing software that offers subscription management, flexible automated billing, and tools to ensure revenue retention and secure financial processing.
Similar apps
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
