Setup RevOps.io Integration

RevOps.io is a revenue operations platform that streamlines quote management, pricing approvals, and e-signatures to help SaaS companies automate their quote-to-cash process. This integration synchronizes RevOps.io, Maxio Core, and Advanced Billing. It can generate, approve, and e-sign quotes in RevOps.io while automatically creating Sales Orders, Subscriptions, and Transactions in Maxio, without manual data re-entry.

How it works

The RevOps.io integration connects your quoting and approval workflows in RevOps.io directly to your Maxio environment. When a deal in RevOps.io reaches the Signed stage, the integration automatically creates or updates the corresponding Sales Order, Customer, and (if applicable) Subscription in Maxio.

During this process, RevOps.io passes essential deal and product information to Maxio, while Maxio enriches the data with CRM context from Salesforce or HubSpot. This ensures accurate, real-time synchronization across your quote, billing, and revenue systems, eliminating manual data entry and maintaining a single source of truth for customer and order data.

Integration setup

Important: This integration is still under active development, and some setup steps may not yet be available for self-service configuration. If you encounter an error or are unable to proceed, don't hesitate to contact our support team at support@maxio.com for help.

This integration supports Maxio Core-only implementations, and Subscriptions through Advanced Billing are not required. If you need Maxio CPQ Sign + Pay functionality, Maxio Core users must convert to the Maxio Platform Billing Portal with assistance from Maxio Implementation.

Here are some of the supported features of this integration:

• Sales Order automation
• Subscription creation (Advanced Billing only)
• Dropbox upload of signed contracts (Optional)
• Payment tokenization for Core and AB billing workflows

From RevOps.io

Connect RevOps.io to Maxio using your Maxio account details.

To set up the RevOps.io integration

1. Go to Settings > Integrations > Maxio.
   

2. Enter the following values:

   • Namespace - (Required) Maxio Core subdomain.
   • Tenant - (Required) Maxio Core account name (from your Maxio URL).
   • Advanced Billing Site URL - (Optional) Only required if you want to capture payment methods when customers sign a deal.
   • Advanced Billing API Key - (Optional) Only required if you want to capture payment methods when customers sign a deal.
   • Chargify.js Public Key and Chargify.js Private Key - (Optional) Maxio's payment tokenization keys. Chargify.js has been renamed to Maxio.js, though RevOps.io's screen may still show the older field names. Only required if you want to capture payment methods when customers sign a deal.

3. Click Save to confirm the connection.

From Maxio

Complete the connection from Maxio Core using the key you create in RevOps.

To connect Maxio Core to RevOps.io

1. Navigate to Config > Integrations > RevOps.
2. Maxio enables the integration for your account. Contact our support team if it isn't available yet.
3. In RevOps, create a new API key and set Key Type to Secret.
   
4. Enter that key as your Private API Key in Maxio Core.
   
5. After a successful connection, your account's RevOps Organization ID appears on the Settings page.
6. (Optional) Enable Sales Order Auto-Process to automatically process signed deals from RevOps into Subscriptions and Transactions.

You can disconnect or reconnect the integration at any time. Disconnecting clears credentials and pauses data sync.

From the Advanced Billing Module

An integration with Advanced Billing currently requires assistance from a Maxio team member. Contact your Maxio representative or our support team to see how to enable this integration for your Advanced Billing site.

SKU configuration and product catalog mapping

Configure product codes to align with their respective systems so quoting and downstream sync behavior in CPQ work correctly.

Maxio Core:
For items in Maxio Core, enter the item code with no prefix.

Advanced Billing:
For workflows that rely on Advanced Billing, the first two digits of the product code determine routing logic and system behavior. Use the format:

• CP[product_id] for Products
• CC[component_id] for Component

CSV import (Optional):
For a CSV import, export the Maxio product catalog and reformat it to match the RevOps import format.

Syncing and connection health

Once integrated, you can sync deals and Sales Orders automatically or manually.

Signed document handling

Maxio automatically stores signed agreements as attachments. These include the PDF, signature audit trail, and deal metadata. Attachments appear under Customers and Contracts.

Dropbox integration (Optional):
If Dropbox is connected, a copy of the signed document automatically uploads to the configured Dropbox folder when the Sales Order processes.

CRM integration behavior and best practices

The integration supports connected workflows between RevOps, Salesforce, and HubSpot.

When a RevOps deal includes a Salesforce or HubSpot Deal ID and reaches the Signed stage:

1. The deal is sent to Maxio.
2. Maxio enriches the Sales Order using native CRM integrations, pulling additional attributes.
3. The Sales Order processes automatically if auto-processing is enabled.

Field mapping reference

Related information

Once a Sales Order is created from a signed RevOps deal, see Processing Sales Orders to review and process it in Maxio.