Chargify
· #426 most-usedAutomate subscription billing, track MRR, and act on billing events
Chargify — now Maxio Advanced Billing — is the subscription billing and revenue management platform used by B2B SaaS companies to manage recurring billing, component-based usage charges, trials, and dunning. Connect Chargify to Actionist and your agents can create and update subscriptions when deals close, track MRR and ARR without manual exports, respond to payment failures within about a minute, keep usage-based component allocations synchronized with your product data, and fire downstream workflows across your CRM, finance, and support tools when billing events occur.
Eliminates manual work. Agents eliminate manual subscription creation after deal close, weekly MRR exports, payment failure response delays, and per-ticket Chargify lookups across finance, sales, and support teams.
What your Chargify agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
Chargify × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
New subscription created the moment a deal closes
When a deal moves to Closed Won in HubSpot, the agent reads the agreed product and billing terms, creates a Chargify customer and subscription immediately, writes the subscription ID back to the deal, and posts a new subscriber alert to Slack. No one has to log into Chargify to kick off billing.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales25 min / weekManual subscription setup after deal close
Reps close the deal, then someone logs into Chargify to manually create the subscription — often a day or more later, creating a billing start-date gap.
Sales Agent0 minAgent creates subscriptions when deals closeWhen a deal moves to Closed Won in HubSpot, the agent immediately creates the Chargify customer and subscription — billing starts on day zero without anyone logging into Chargify.
- Marketing60 min / weekManual churn and trial export for campaigns
Someone exports subscriber lists from Chargify, pastes them into a spreadsheet, and manually uploads segments to the email tool — a process that takes an hour each week and is often delayed.
Marketing Agent0 minAgent pulls trial and churn data for campaign targetingThe Marketing Agent reads trial and cancelled subscriptions weekly, segments them by cohort and tenure, and feeds each segment directly into the right email sequence — no manual exports.
- Customer Support45 min / weekManual Chargify lookup per support ticket
Support agents open Chargify, search for the customer, navigate to the subscription, and check transactions separately — adding several minutes to every billing inquiry.
Customer Support Agent0 minAgent surfaces billing context before every support interactionWhen a billing ticket arrives, the Support Agent fetches the subscription state, payment history, and invoice detail automatically — the agent has full context without switching to the Chargify dashboard.
- Human Resources20 min / weekManual billing change requests for headcount changes
HR submits a billing change request to finance or ops, who manually update the Chargify allocation — often delayed by days, causing over- or under-billing for the period.
Human Resources Agent0 minAgent keeps seat allocations current on every hire and departureWhen the HRIS registers a new hire or offboarding, the HR Agent updates the seat component allocation in Chargify automatically — billed seats always match actual headcount.
- Finance50 min / weekWeekly manual MRR calculation
Finance exports subscription data from Chargify, pastes it into a spreadsheet, writes the SUM formulas, and formats the report — a repeating task that consumes 45–60 minutes every week.
Finance Agent0 minAgent delivers MRR and AR data on a set scheduleEvery Monday the Finance Agent reads all active subscriptions, calculates MRR, and posts the breakdown to the finance dashboard — the team opens Monday with confirmed revenue data.
- Operations90 min / weekManual usage-to-billing allocation reconciliation
Operations exports usage logs and Chargify allocations separately, manually checks each subscription for drift, and updates allocations one by one — a process that takes hours and is often skipped.
Operations Agent0 minAgent reconciles usage allocations automaticallyThe Operations Agent reads usage data from the product database, compares it against Chargify allocations, and updates any that have drifted — keeping usage-based billing accurate without manual intervention.
- Legal30 min / weekManual billing evidence gathering for disputes
Legal manually navigates Chargify to pull transaction histories, export invoices, and compile billing timelines for each dispute — a process that takes several hours per case.
Legal Agent0 minAgent assembles billing evidence packs for disputesThe Legal Agent reads all transactions for dispute customers, retrieves each invoice in full, and assembles a structured billing evidence pack in Google Docs — ready for counsel review without any manual data gathering.
Calculate what your team saves
Based on Chargify's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.2 hrs / person / week of admin work automated.
How to plug Chargify into Actionist
Pick the connection method that suits your environment.
Connect Chargify to Actionist using your Chargify API key and site subdomain. Chargify uses HTTP Basic Auth — your API key is the username and the password is always 'x'. The connection covers all subscription, customer, invoice, and transaction actions.
Log into your Chargify (Maxio Advanced Billing) dashboard. Go to Config → Integrations → API Keys and generate a new API key with read and write permissions.
Copy your API key and note your site subdomain — the part before .chargify.com or .maxio.com in your dashboard URL.
Paste your API key and subdomain into the Actionist connection fields and click Test connection. Actionist runs a read-only check to confirm the handshake.
15 actions your agent can call
Read and write operations available to your Actionist agent.
5 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.