Integrations

API

• API Getting Started Guide

CRM

• CRM | Overview and Key Concepts
• Connecting Flex to Your CRM
• How to Sync CRM Companies & Contacts into Flex
• How to Link & Import Deals from CRM
• Adjusting CRM Settings

Docusign

• Docusign | Overview and Key Concepts
• Connecting Flex to Docusign
• Requesting Docusign Signatures from within Flex
• Viewing Docusign Information from within Flex
• Adjusting Settings for Docusign
• Disconnecting Flex from Docusign

Google Calendar

• Google Calendar | Overview and Key Concepts
• Connecting Flex to Google Calendar
• Adjusting Settings for Google Calendar
• Modifying the Integration with Google Calendar
• Disconnecting Flex from Google Calendar

Google Sign-In

• Google Sign-In | Overview and Key Concepts
• Troubleshooting Google Sign-In

PayEngine

• PayEngine | Overview and Key Concepts
• Connecting Flex to PayEngine
• Requesting PayEngine Payment Links from within Flex
• Viewing PayEngine Information from within Flex
• Multiple Merchants for PayEngine
• Adjusting Settings for PayEngine

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Microsoft Single Sign-On (SSO)

• Microsoft Single Sign-On (SSO) | Overview and Key Concepts
• Troubleshooting Microsoft Single Sign-On (SSO)

QuickBooks Desktop

• QuickBooks Desktop | Overview and Key Concepts
• Connecting Flex to QuickBooks Desktop
• Adjusting Settings for QuickBooks Desktop
• Troubleshooting QuickBooks Desktop

QuickBooks Online

• QuickBooks Online | Overview and Key Concepts
• Connecting Flex to Your QuickBooks Online Account
• QuickBooks Online Integration Settings
• Syncing Accounts from QuickBooks Online to Flex
• Sending Invoices from Flex to QuickBooks Online
• Sending Payments from Flex to QuickBooks Online

See all 10 articles