What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Track revenue metrics and analytics
Example
"Analyze MRR and churn trends with Maxio using CRM subscription data"
Memory Recall
View historical billing cycles and customer invoice records.
Example
"Get Maxio (SaaSOptics) invoice history for Tier 1 customers."
Instant Reaction
Trigger alerts when billing schedules or revenue recognition in Maxio fail.
Example
"Send alert if a scheduled revenue event fails to trigger in Maxio."
Autonomous Routine
Monitor billing cycle progress, invoices, and deferred revenue trends in Maxio.
Example
"Generate weekly report on recognized vs deferred revenue in Maxio."
Agent-Initiated Action
Auto-adjust billing event timing or flag discrepancies in Maxio.
Example
"Automatically update revenue schedule if contract terms change mid-period."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Salesforce
Pull MRR and ARR metrics
Google Sheets
Store usage and revenue reports
Slack
Notify leadership when churn is detected
Try It with Your Agent
Example Prompt:
"Export MRR changes from Maxio and notify the CFO in Slack if drop exceeds 5%."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Maxio in Fastn UCL: Navigate to the Connectors section and select Maxio, then click Connect.
2
Authenticate using your Maxio credentials or API key to access financial ops.
3
Enable “track_payment” and “generate_invoice” in the Actions tab.
4
Use the AI Agent to automate billing tasks by issuing relevant prompts.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
