Flex Works With the Tools You Already Use
Flex is built to be the operational backbone of your rental business, not the only software you have to use to run it. Our integrations connect Flex to the tools you already rely on for accounting, contracts, payments, scheduling, and sales, so your data moves where it needs to without manual re-entry, separate logins, or workarounds.
Every integration below is built or supported by Flex. If you’re looking for something we don’t have yet, our REST API means you or a developer partner can build it. That’s how integrations like Pro Subrental Marketplace came to be.
ACCOUNTING
Keep your books and your bookings in sync.
The Flex + QuickBooks integration eliminates the manual handoff between operations and accounting. Complete integration supports quotes, invoices, payments, credit memos, sub rentals, and purchase orders, with payments automatically applied to their corresponding invoice or quote in QuickBooks. Invoices, payments, and purchase orders can also be configured to use QuickBooks job costing functionality.
Your operations team works in Flex, your accountants work in QuickBooks, and the data stays consistent across both. Get started with QuickBooks in Flex.
PAYMENTS
Accept payments in Flex, settle directly to your bank.
PayEngine is Flex’s integrated payments platform, giving you the ability to capture credit card, ACH, and other electronic payments directly from quotes and invoices. Payments reconcile back to Flex automatically, including refunds, chargebacks, and partial payments, so your AR records always reflect what’s actually been collected.
For rental operations dealing with deposits, partial payments, and complex billing cycles, integrated payments mean less time reconciling and more time delivering events. Get started with Flex Payments.
Contracts & E-Signature
Send, sign, and store contracts without leaving Flex.
Flex’s Contracts & E-Signatures feature is powered by DocuSign. Send any Flex element (quote, contract, agreement) for signature in a few clicks. Recipients are auto-populated from the Flex client data already on the document, signature status syncs back to Flex, and every envelope ties to the originating project so your team has a single source of truth: the quote, the signed contract, and every related document live together.
Your contracts are branded, legally compliant, and signable from any device, with deal cycles shortened from days to minutes. Learn more about DocuSign in Flex.
Sales & CRM
Bring your HubSpot deals into Flex without the re-keying.
Flex’s CRM integration connects to HubSpot so your sales team keeps working in HubSpot while operations works in Flex. Import contacts and companies from HubSpot into Flex, match and sync existing records, create Flex elements directly from HubSpot deals, and update deal stages in HubSpot from connected Flex elements.
For revenue teams running pipeline through HubSpot, the integration means deals come into Flex with the context they need already attached: company history, contact owners, deal notes, and any custom properties you’re using to track the opportunity. The integration is currently in open beta. Get started with HubSpot in Flex to see what’s working today and how to connect your account.
Sales & CRM
Run your pipeline in Salesforce, deliver in Flex.
Flex’s CRM integration connects to Salesforce so your sales team keeps working in Salesforce while operations works in Flex. Import contacts and companies from Salesforce into Flex, match and sync existing records, create Flex elements directly from Salesforce opportunities, and update opportunity stages in Salesforce from connected Flex elements.
For enterprise rental operations running Salesforce, the integration eliminates the most common pain point of multi-system workflows: stale, mismatched, or duplicated customer records. Get started with Salesforce in Flex to see what’s working today and how to connect your account.
Subrental & Inventory Sharing
Put your idle inventory to work in a global subrental network.
Pro Subrental Marketplace (PSM) is a global subrental network purpose-built for live events, and Flex is its founding integration partner. Publish your Flex inventory directly to PSM, and let operators discover, request, and put your underused gear to work.
Match your Flex gear to PSM inventory and you are live in the marketplace. As more operators join the marketplace, the network value compounds. Over time, Flex customers will also be able to source from PSM when they need to fill a shortage on a job. Read more about Flex + PSM.
Crew & Scheduling
Schedule the right crew for every job, automatically.
CrewDriver automates the back-and-forth of crew calls so you stop spending days on texts and call-outs for every gig. Build a quote or project in Flex, and CrewDriver picks up the crew requirements, works your call lists, and confirms staffing around the clock with no apps for crew to install and no portals to log into.
Riggit, one of the largest non-union labor providers in Western Canada, uses Flex and CrewDriver together to schedule crews from a single specialist to teams of 150+. Less time chasing labor. More time delivering events.
Productivity
Your Flex schedule, on every device you already use.
Flex syncs schedule data one-way into Google Calendar, so your projects, events, and key dates show up in the calendar you already check fifteen times a day. Once connected, any Flex calendar you have access to can be synced, with what gets sent fully configurable.
Useful for solo operators, project managers, and account reps whose day moves between Flex and other tools. Get started with Google Calendar in Flex.
Workflow Automation
Connect Flex to thousands of apps, no code required.
Flex’s Zapier integration connects your rental operations to Slack, Gmail, Google Drive, and thousands of other apps. Trigger a Slack message when an invoice is marked paid, push quote details to Google Drive when a quote is confirmed, or fire an email when a PO ships. Build the automations that match how your team actually works.
Triggers are built on Flex Workflow Actions, so the automations follow the same operational logic your team already uses inside Flex. Get started with Zapier in Flex.
Custom Integrations & Developer Resources
Build Your Own
Don’t see what you need? Flex’s REST API lets you (or your developer partner) build custom integrations on top of the platform. Some of our most innovative customers have built warehouse dashboards, custom CRM connectors, and AI-powered automations using the API. The Pro Subrental Marketplace integration was built the same way: PSM used Flex’s APIs to architect a marketplace that meets Flex customers where they already work.
If you’re building something on Flex, we’d love to know about it. And if you’re thinking about it check out the API Getting Started Guide.
