Flex Integrations
By Yasen and 1 other2 authors96 articles
Available through Zapier
Find the Zap workflows you can set up today for each app connected to Flex through Zapier.
- Connect Salesforce to Flex through ZapierCreate leads, companies and contacts automatically between Salesforce and Flex, so your teams work from current data without manual entry.
- Connect Pipedrive to Flex through ZapierCreate leads, deals and activities automatically between Pipedrive and Flex, so your sales pipeline and your member records stay in step without manual entry.
- Connect Mailchimp to Flex through ZapierAdd new members and leads to Mailchimp audiences automatically, so onboarding and nurture emails go out without manual list updates.
- Connect Zendesk to Flex through ZapierCreate Zendesk tickets from member activity and keep support records lined up with who's actually a member, so your team isn't troubleshooting blind.
- Connect Zoho Books to Flex through ZapierPass member, company and invoice data to Zoho Books automatically, so your books stay current without manual entry.
- Connect Holded to Flex through ZapierSync billing data to Holded automatically, so your accounting stays current without re-entering what's already in Flex.
- Connect Surveypal to Flex through ZapierTrigger Surveypal surveys from member events automatically, so feedback goes out at the moment it means the most, not whenever someone remembers to send it.
- Connect DocuSign to Flex through ZapierSend membership agreements for signature through DocuSign, and create the Flex record automatically the moment they're completed.
- Connect Calendly to Flex through ZapierCreate leads and opportunities in Flex the moment a tour is booked, and alert your team when a prospect cancels or doesn't show.
- Connect Typeform to Flex through ZapierCreate leads and opportunities in Flex the moment someone submits a form, so no submission waits for a human to notice it.
Accounting Integrations
Learn how to use the accounting integrations that give you automated, real-time sync with cloud-based accounting.
- [Flex] Custom Accounting Integrations vs. Native IntegrationsCompare native and custom accounting integrations in Flex, and learn when to build your own for unsupported systems.
- Accounting Integration Sync Errors
- [Integration] QuickBooksLearn how to connect the QuickBooks integration in OfficeRnD Flex to automate billing, sync payments, and track financial data accurately.
- [Integration] Setting Up Multi-Currency in QuickBooks
- [Integration] Xero
- [Integration] Sage Intacct – OverviewAutomate billing sync between OfficeRnD Flex and Sage Intacct to reduce errors, improve financial reporting, and support business growth.
Payment Integrations
Learn how to manage the payment integrations that allow you to collect payments online.
- [Flex] Payment Gateway IntegrationsConnect a payment provider so members can pay online, and Bill Runs run automatically.
- [Integration] Stripe v2.0Discover the new features and improvements in Stripe 2.0 and learn how to opt in and use the Stripe integration.
- [Flex] How to Connect and Use Stripe Terminals
- [Flex] Use a Stripe Terminal to Charge Invoices and Save Payment Details
- Stripe Errors and Troubleshooting
- iDEAL Payments in Stripe 2.0
- Stripe 3DS VerificationUnderstand how Stripe's 3D Secure (3DS) verification works in OfficeRnD Flex and when members or admins must authorize card payments.
- Stripe 2.0 – ACH Verification With Descriptor Code (Admin Portal)
- Stripe 2.0 - ACH Verification With Descriptor Code (Members Portal)
- [Integration] PayPal
- [Integration] Bottomline PT-X
- [Integration] Forte
- [Integration] Omise
- [Integration] Ezidebit
- [Integration] GoCardless
- [Integration] Moneris
- [Integration] PayDock
- [Integration] CardConnect
- [Integration] Braintree
- [Integration] Authorize.Net
- [Integration] PlacePay
- Set Up PlacePay Payment Details
- [Flex] Migrate to a New Payment GatewayAvoid failed auto-payments and billing issues when switching providers.
Door Access Control Integrations
Learn more about our door access integrations that will provide secure and easy access control for your space.
- [Flex] Design a Door Access ModelAlign your door access architecture with your business operations to improve security and automate entry for members and visitors.
- [Flex] Door Access IntegrationsConnect a door access provider so members and staff can unlock doors with a key card, PIN, or the mobile app on their phone.
- [Flex] Access Control Integrations With Multiple Vendors
- [Flex] Mobile Door Access Issues in the Branded AppTroubleshoot unlock failures, app crashes, missing access, and sync issues before escalating to support.
- [Integration] Salto KS in FlexLearn how to set up and use the Salto KS integration to automate secure door access for members, teams, and external guests.
- [Integration] KISI in FlexLearn how to connect and configure the KISI integration in Flex to manage secure door access for members, bookings, and external users.
- [Integration] Avigilon Alta in Flex
- [Integration] Brivo in FlexLearn how to activate and configure the Brivo integration in OfficeRnD Flex to automate door access based on plans, locations, and bookings.
- [Flex] Enable/Disable Brivo Pulse
- Salto KS Not Granting Location-based Access to Members
- [Integration] Salto ProAccess SPACE
- Overview of the elumo in Flex IntegrationEssensys provides dynamic access control through the elumo platform, now integrated with OfficeRnD.
- [Integration] BlueID Door Access ControlGrant members temporary access to booked rooms and halls, automatically synced with every booking.
Printing Integrations
Learn how to set printing integrations for your space.
Wi-Fi Integrations
Learn how to activate cloud-controlled network authentication, authorization, and accounting.
- [Integration] isofy
- [Integration] TWIINData
- [Integration] IronWiFi in FlexLearn how to integrate OfficeRnD Flex with IronWiFi to automate member WiFi access, enforce secure login, and track presence metrics.
- IronWifi Integration Settings
- How To Import VLAN Tags
- Using VLAN Tags With IronWiFi & OfficeRnD
- [Integration] Hotspot 2.0
- Automatic and Location-Specific Check-Ins
- Overview of the essensys in Flex IntegrationOur partner, essensys, delivers secure, automated network connectivity through its platform, now integrated with Flex.
Mail Integrations
Provide a better mail management experience to your members.
CRM Integrations
Manage your online sales CRM with Capsule and Hubspot.
Marketplace Integrations
Display real-time availability of your meeting rooms and enable instant bookings.
Workplace in Flex Integration
Integrate OfficeRnD Hybrid Workplaces with Flex to let employees work more efficiently inside the shared workplace and obtain valuable analytics.
Authentication Integrations
Use our Single Sign-On authentication scheme allowing users to login with single ID and password.
- [Flex] Single Sign-On (SSO)Learn how to configure Single Sign-On (SSO) in OfficeRnD Flex for members and admins using external authentication providers.
- Single Sign-On (SSO) Authentication with Okta
- Single Sign-On (SSO) Authentication with Google
- Single-Sign On (SSO) with Azure AD B2C
- [Flex] Single Sign-On (SSO) Authentication with Microsoft Entra ID (Azure)
- Single Sign-On (SSO) with Salesforce
- Single Sign-On (SSO) Authentication with AD FS
Other Integrations
This section contains some of the integrations to help your members collaborate with each other.
Integration Errors and Troubleshooting
Commonly asked questions and possible errors with OfficeRnD Integrations.