> For the complete documentation index, see [llms.txt](https://docs.uptiq.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.uptiq.ai/integrations/integrations-hub.md).

# Integrations Hub

The Integration Hub is Uptiq's centralized platform for connecting your workspace to third-party services. It provides a unified interface to discover, configure, and manage integrations across banking, CRM, productivity, compliance, analytics, and more.

### How the Integration Hub works

The Integration Hub handles three responsibilities:

1. **Discover**—Browse a catalog of 150+ available integrations organized by category. Each integration lists what it does, how it connects, and what credentials it requires.
2. **Configure**—Set up credentials and connection settings for the integrations your workspace needs. All credentials are encrypted at rest and masked on read. Each user can maintain their own credentials separate from shared workspace configurations.
3. **Execute**—Once configured, integrations are available across the platform. AI Agents can call integration methods as tools during conversations. Skills and workflows can invoke integrations as steps. Apps can use integrations for data access and actions.

### Integration sources

Integrations connect to the platform through different source types, depending on how the provider is implemented:

| Source                            | What It Means                                                                                                     | Connect Method      |
| --------------------------------- | ----------------------------------------------------------------------------------------------------------------- | ------------------- |
| **Platform**                      | Native integration built directly into Uptiq. You provide your own API key or OAuth credentials.                  | Connect BYOK[^1]    |
| [**UDG**](#user-content-fn-2)[^2] | Connected through the Uptiq Data Gateway, a managed partner network. Uptiq handles the connection infrastructure. | Connect via UDG     |
| **UDG (Powered by Kinective)**    | Banking core system integrations delivered through the Kinective partner network via UDG.                         | MCP Sandbox Account |

### How integrations connect to the platform

Each integration uses one of three connect methods:

* **Connect BYOK (Bring Your Own Key)**—You supply your own API key, OAuth credentials, or webhook secret. The platform stores them encrypted and uses them when the integration runs. Best for: direct API access to services you already have accounts with.
* **Connect via UDG**—The Uptiq Data Gateway manages the connection. You authenticate through UDG, which brokers access to the provider. Best for: partner-managed services where Uptiq handles infrastructure.
* **MCP Sandbox Account**—A sandbox environment for banking core integrations. Connects through Kinective to core banking systems like Fiserv, FIS, and Jack Henry. Best for: financial institutions connecting to their core banking platform.

See [Connect Methods](/integrations/integrations-hub/connect-methods.md) for detailed setup instructions for each method.

### Using integrations with agents, skills, and apps

Once an integration is configured, it becomes available as a tool throughout the platform:

* **AI Agents** can invoke integration methods during conversations. For example, an agent can look up a contact in Salesforce, create a Jira ticket, or send a Slack message—all as part of a conversation flow.
* **Skills and Workflows** can include integration calls as steps in automated pipelines. A workflow might pull data from HubSpot, process it, and push results to Google Sheets.
* **Apps** built with the App Builder can connect to integrations for authentication (Google OAuth), payments (Stripe), messaging (Twilio), and data access.

### Security and credentials

The Integration Hub applies several security measures to protect your credentials:

* **Encryption at rest**—All credential fields are automatically encrypted before storage. Fields marked as credentials are never stored in plaintext.
* **Masked display**—When credentials are read back through the UI or API, sensitive values are replaced with `******`. The original values are only decrypted at runtime when the integration executes.
* **Per-user isolation**—Individual users can configure their own credentials for an integration, separate from workspace-level shared credentials.
* **OAuth lifecycle**—For OAuth integrations, the platform manages the full authorization code flow, token refresh, and secure state validation.

### Available integration categories

| Category           | Available Integrations | Primary Connect Method               |
| ------------------ | ---------------------- | ------------------------------------ |
| Banking            | 47                     | MCP Sandbox Account, Connect via UDG |
| CRM                | 22                     | Connect BYOK, Connect via UDG        |
| Productivity       | 18                     | Connect BYOK, Connect via UDG        |
| Compliance         | 14                     | Connect via UDG                      |
| Analytics          | 8                      | Connect via UDG                      |
| Commerce           | 8                      | Connect via UDG                      |
| Customer Support   | 7                      | Connect via UDG                      |
| Payments           | 8                      | Connect BYOK, Connect via UDG        |
| Credit Bureau      | 7                      | Connect BYOK, Connect via UDG        |
| Accountancy        | 5                      | MCP Sandbox Account                  |
| Storage            | 5                      | Connect BYOK                         |
| LLM                | 4                      | Connect BYOK                         |
| Messaging          | 2                      | Connect BYOK, Connect via UDG        |
| Email Notification | 2                      | Connect BYOK                         |
| Project Management | 1                      | Connect BYOK                         |
| Source Control     | 1                      | Connect BYOK                         |
| Voice AI           | 1                      | Connect BYOK                         |
| Web Scraping       | 1                      | Connect via UDG                      |
| Authentication     | 1                      | Connect BYOK                         |

### Banking and finance

Connect your workspace to core banking systems, payment processors, credit bureaus, and accountancy platforms.

#### Banking

Banking integrations connect to your institution's core systems through the Uptiq Data Gateway and Kinective partner network.

**Core banking systems powered by Kinective**

These integrations connect directly to core banking platforms through the Kinective network. They expose banking operations as MCP tools for AI agents.

| Integration                | Description                                                                                                                    | Source                     | Connect Method      |
| -------------------------- | ------------------------------------------------------------------------------------------------------------------------------ | -------------------------- | ------------------- |
| COCC (DNA) - Insight       | Core banking platform offering account processing, digital banking, and reporting tools for community banks and credit unions. | UDG (Powered by Kinective) | MCP Sandbox Account |
| Corelation - Keystone      | Modern core processing platform focused on open architecture and real-time data access for credit unions.                      | UDG (Powered by Kinective) | MCP Sandbox Account |
| CSI - NuPoint              | Cloud-based core banking system providing integrated digital banking, document management, and compliance tools.               | UDG (Powered by Kinective) | MCP Sandbox Account |
| Finastra - Phoenix         | Core banking solution supporting retail and commercial banking with a focus on open APIs and modular services.                 | UDG (Powered by Kinective) | MCP Sandbox Account |
| FIS - Bankway              | Core banking platform offering flexible account processing and robust support for community and regional banks.                | UDG (Powered by Kinective) | MCP Sandbox Account |
| FIS - Horizon              | Real-time, open core banking solution designed for scalable operations and digital innovation in banking.                      | UDG (Powered by Kinective) | MCP Sandbox Account |
| FIS - IBS                  | Enterprise-level core banking system supporting high-volume processing for large financial institutions.                       | UDG (Powered by Kinective) | MCP Sandbox Account |
| FIS - Miser                | Core processing system offering flexible servicing and real-time processing for banks and credit unions.                       | UDG (Powered by Kinective) | MCP Sandbox Account |
| Fiserv - DNA               | Real-time core banking platform with an open architecture supporting customization and third-party integrations.               | UDG (Powered by Kinective) | MCP Sandbox Account |
| Fiserv - Portico           | Core banking platform tailored for credit unions, offering automation and member-centric services.                             | UDG (Powered by Kinective) | MCP Sandbox Account |
| Fiserv - Precision         | Scalable core banking system designed for community banks with integrated lending and compliance tools.                        | UDG (Powered by Kinective) | MCP Sandbox Account |
| Fiserv - Premier           | Comprehensive core banking solution for midsize to large banks, supporting retail, commercial, and digital banking.            | UDG (Powered by Kinective) | MCP Sandbox Account |
| Fiserv - Signature         | Global core banking platform offering multi-currency, multi-language support for large financial institutions.                 | UDG (Powered by Kinective) | MCP Sandbox Account |
| Fiserv - Spectrum          | Credit union-focused core banking solution with real-time processing and integrated member services.                           | UDG (Powered by Kinective) | MCP Sandbox Account |
| Fiserv - XP2               | Member-focused core platform supporting real-time processing, lending, and digital integrations for credit unions.             | UDG (Powered by Kinective) | MCP Sandbox Account |
| Jack Henry - CIF 20/20     | Core system designed for community banks, offering real-time transaction processing and system reliability.                    | UDG (Powered by Kinective) | MCP Sandbox Account |
| Jack Henry - Core Director | Browser-based core processing system providing automation, scalability, and ease of customization for banks.                   | UDG (Powered by Kinective) | MCP Sandbox Account |
| Jack Henry - Silverlake    | Integrated core banking platform supporting complex commercial and retail banking needs for community banks.                   | UDG (Powered by Kinective) | MCP Sandbox Account |
| Jack Henry - Symitar       | Core platform built for credit unions, offering real-time processing and extensive customization options.                      | UDG (Powered by Kinective) | MCP Sandbox Account |
| Jack Henry - Symitar EASE  | Hosted version of the Symitar core, delivering managed infrastructure with full credit union functionality.                    | UDG (Powered by Kinective) | MCP Sandbox Account |

**Digital banking and lending platforms**

| Integration                         | Description                                                                                                                                    | Source | Connect Method  |
| ----------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------- | ------ | --------------- |
| Alkami                              | Digital banking platform providing online and mobile banking solutions with features like account opening, bill pay, and financial management. | UDG    | Connect via UDG |
| Bankjoy                             | Digital banking platform delivering mobile and online banking experiences for banks and credit unions.                                         | UDG    | Connect via UDG |
| Jack Henry Banno                    | Digital banking platform by Jack Henry & Associates, offering online and mobile banking, personal financial management, and more.              | UDG    | Connect via UDG |
| Blend                               | Digital lending platform streamlining loan applications, verification, and borrower experiences.                                               | UDG    | Connect via UDG |
| Encompass (ICE Mortgage Technology) | Mortgage loan origination system for application processing, underwriting, compliance, and closing.                                            | UDG    | Connect via UDG |
| MeridianLink (LoansPQ, OpenClose)   | Loan origination system supporting consumer and mortgage lending workflows, underwriting, and document collection.                             | UDG    | Connect via UDG |
| nCino                               | Cloud-based loan origination and banking platform for commercial and retail lending with CRM integration.                                      | UDG    | Connect via UDG |
| Origence (CUDL)                     | Credit union lending network and loan origination platform connecting dealers, lenders, and borrowers.                                         | UDG    | Connect via UDG |
| Q2                                  | Digital banking and lending solutions focused on transforming the user experience for financial institutions.                                  | UDG    | Connect via UDG |
| Narmi                               | Digital banking platform enabling online account opening, mobile banking, and digital engagement for FIs.                                      | UDG    | Connect via UDG |
| Lumin Digital                       | Digital banking platform offering modern online and mobile banking experiences.                                                                | UDG    | Connect via UDG |

**Financial data and services**

| Integration                   | Description                                                                                                        | Source   | Connect Method  |
| ----------------------------- | ------------------------------------------------------------------------------------------------------------------ | -------- | --------------- |
| Plaid                         | Connect financial accounts using Plaid Hosted Link OAuth.                                                          | Platform | Connect BYOK    |
| Abrigo                        | Manage onboarding, lending, servicing, and risk workflows through Abrigo integration.                              | Platform | Connect BYOK    |
| Finicity                      | Financial data aggregator and open banking platform enabling secure data sharing for financial services in the US. | UDG      | Connect via UDG |
| MX                            | Financial data platform for account aggregation, transaction enrichment, and money management experiences.         | UDG      | Connect via UDG |
| CFS (CUSO Financial Services) | Investment program solutions and financial planning services for credit union members.                             | UDG      | Connect via UDG |
| CUNA Brokerage Services       | Investment and brokerage services for credit unions and their members through CUSO partnerships.                   | UDG      | Connect via UDG |
| LPL Financial                 | Broker-dealer and investment advisory services supporting credit union wealth management programs.                 | UDG      | Connect via UDG |
| TruStage (CUNA Mutual)        | Insurance products and financial protection services designed for credit union members.                            | UDG      | Connect via UDG |
| Sharetec                      | Core data processing system for credit unions with integrated banking and lending capabilities.                    | UDG      | Connect via UDG |
| CUBASE (CUAnswers)            | Core banking platform for credit unions providing account processing, lending, and member services.                | UDG      | Connect via UDG |
| FIS                           | Financial technology provider offering core banking, payments, and digital solutions for financial institutions.   | UDG      | Connect via UDG |

#### Payments

Payment processing platforms and card services handle transactions, billing, and financial operations.

| Integration              | Description                                                                                                 | Source   | Connect Method  |
| ------------------------ | ----------------------------------------------------------------------------------------------------------- | -------- | --------------- |
| Stripe                   | Create checkout sessions and verify Stripe webhooks.                                                        | Platform | Connect BYOK    |
| Co-op Solutions (Velera) | Credit union cooperative offering payments, card programs, and technology services for member institutions. | UDG      | Connect via UDG |
| Fiserv (Card Processing) | Card issuance, payment processing, and transaction management solutions for financial institutions.         | UDG      | Connect via UDG |
| FIS (Payments)           | Payment processing, card services, and transaction management for banks and credit unions.                  | UDG      | Connect via UDG |
| Jack Henry ProfitStars   | Payments and financial technology solutions including ACH, card processing, and fraud prevention.           | UDG      | Connect via UDG |
| PSCU (Velera)            | Credit union service organization providing card processing, payments, and digital banking solutions.       | UDG      | Connect via UDG |
| Velera                   | Credit union industry services including payments, card programs, and technology solutions.                 | UDG      | Connect via UDG |
| Zelle                    | Person-to-person payment network enabling instant digital transfers between bank accounts.                  | UDG      | Connect via UDG |

**What you can do with Stripe**

* Generate pricing tables and checkout buttons for your apps.
* Create secure checkout sessions that redirect users to Stripe-hosted payment pages.
* Verify webhook events to trigger post-payment logic—send confirmation emails, update user status, or start onboarding workflows.
* Support one-time payments and recurring subscriptions.

#### Credit bureau

Credit reporting, identity verification, and KYC/KYB screening services support lending decisions and compliance workflows.

| Integration           | Description                                                                                                                          | Source   | Connect Method  |
| --------------------- | ------------------------------------------------------------------------------------------------------------------------------------ | -------- | --------------- |
| Creditsafe Compliance | Enable KYC, bank validation, and country risk screening through Creditsafe Compliance.                                               | Platform | Connect BYOK    |
| Creditsafe Featured   | Access global business credit reports, risk insights, monitoring, and decisioning through Creditsafe Featured.                       | Platform | Connect BYOK    |
| CRS Credit API        | Multi-bureau credit, identity, KYB and sanctions screening aggregator. Pulls consumer credit from Equifax, Experian, and TransUnion. | Platform | Connect BYOK    |
| Experian Business     | Commercial credit, KYB, OFAC and fraud screening on US businesses.                                                                   | Platform | Connect BYOK    |
| Alloy                 | Identity API for KYC, KYB, OFAC, and document verification.                                                                          | UDG      | Connect via UDG |
| Creditsafe            | Provider of business credit reports and credit risk management solutions for businesses.                                             | UDG      | Connect via UDG |
| Equifax               | Consumer credit reporting and scores for underwriting, lending decisions, and identity verification.                                 | UDG      | Connect via UDG |
| Experian              | Consumer credit bureau data including credit reports, scores, and identity services for lending.                                     | UDG      | Connect via UDG |
| TransUnion            | Consumer credit reports and scores for loan underwriting, fraud prevention, and member verification.                                 | UDG      | Connect via UDG |

#### Accountancy

Accounting and bookkeeping platforms support invoicing, expense management, and financial reporting.

| Integration | Description                                                                                                                      | Source | Connect Method      |
| ----------- | -------------------------------------------------------------------------------------------------------------------------------- | ------ | ------------------- |
| FreeAgent   | Online accounting software providing invoicing, expense management, and tax preparation for freelancers and small businesses.    | UDG    | MCP Sandbox Account |
| FreshBooks  | Cloud-based accounting software offering invoicing, time tracking, expense management, and reporting for small businesses.       | UDG    | MCP Sandbox Account |
| QuickBooks  | Comprehensive accounting software for small businesses offering features like payroll, inventory, and sales management.          | UDG    | MCP Sandbox Account |
| Wave        | Online accounting software offering invoicing, expense management, and accounting features for small businesses and freelancers. | UDG    | MCP Sandbox Account |
| Xero        | Online accounting software offering invoicing, bank reconciliation, and financial reporting for small businesses.                | UDG    | MCP Sandbox Account |

### CRM and marketing

#### Platform-native

| Integration            | Description                                                                                                                                               | Source   | Connect Method |
| ---------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------- | -------- | -------------- |
| Apollo.io              | B2B sales intelligence—search prospects, enrich contact data, manage outreach sequences, track email engagement, sync CRM contacts, and build lead lists. | Platform | Connect BYOK   |
| HubSpot                | Manage contacts, companies, deals, engagements, tickets, and marketing workflows in HubSpot CRM.                                                          | Platform | Connect BYOK   |
| Microsoft Dynamics 365 | Access customer accounts, contacts, leads, opportunities, and cases in Microsoft Dynamics 365 using OAuth 2.0.                                            | Platform | Connect BYOK   |
| Redtail CRM            | Read data from Redtail CRM.                                                                                                                               | Platform | Connect BYOK   |
| Salesforce             | Manage Accounts, Contacts, Opportunities, and Tasks, query records with SOQL, and access reports.                                                         | Platform | Connect BYOK   |
| Wealthbox CRM          | Connect and manage data using Wealthbox CRM OAuth 2.0.                                                                                                    | Platform | Connect BYOK   |

#### Marketing and CRM

| Integration          | Description                                                                                                                         | Source | Connect Method  |
| -------------------- | ----------------------------------------------------------------------------------------------------------------------------------- | ------ | --------------- |
| ActiveCampaign       | Marketing automation and CRM platform providing email marketing, automation workflows, and customer experience tools.               | UDG    | Connect via UDG |
| Agile CRM            | All-in-one CRM offering sales tracking, marketing automation, and customer service tools for small to medium businesses.            | UDG    | Connect via UDG |
| Bill4Time            | Time tracking and billing software designed for professional service firms to manage billing, invoicing, and project management.    | UDG    | Connect via UDG |
| Capsule              | Simple and powerful CRM designed for small businesses, offering contact management, sales tracking, and task management.            | UDG    | Connect via UDG |
| Clio                 | Legal practice management software offering case management, time tracking, and billing tools for law firms.                        | UDG    | Connect via UDG |
| Close                | Sales engagement CRM designed to help sales teams close more deals with email automation, calling, and workflow tools.              | UDG    | Connect via UDG |
| Copper               | CRM designed for G Suite users, offering seamless integration with Google Workspace for email, contacts, and calendar.              | UDG    | Connect via UDG |
| Follow Up Boss       | Real estate CRM providing lead management, automation, and follow-up tools specifically for real estate agents and teams.           | UDG    | Connect via UDG |
| Freshsales           | CRM and customer engagement platform offering sales automation, lead management, and analytics tools for businesses of all sizes.   | UDG    | Connect via UDG |
| Insightly            | CRM and project management software designed for small to medium businesses to manage sales, projects, and customer relationships.  | UDG    | Connect via UDG |
| LionDesk             | Real estate CRM providing lead management, marketing automation, and transaction management tools for real estate professionals.    | UDG    | Connect via UDG |
| Marquis              | Marketing and CRM solutions tailored for financial institutions including campaign management and analytics.                        | UDG    | Connect via UDG |
| Member Loyalty Group | Loyalty and rewards programs tailored for credit unions to drive member engagement and retention.                                   | UDG    | Connect via UDG |
| Pipedrive            | Sales-focused CRM designed to help sales teams manage leads, track communications, and automate administrative tasks.               | UDG    | Connect via UDG |
| Streak               | CRM built directly into Gmail, offering email tracking, mail merge, and pipeline management for small to medium businesses.         | UDG    | Connect via UDG |
| Teamgate             | Sales CRM providing lead management, sales automation, and analytics tools to help sales teams close more deals.                    | UDG    | Connect via UDG |
| Total Expert         | Customer engagement platform for financial services with marketing automation and CRM capabilities.                                 | UDG    | Connect via UDG |
| vCita                | Business management and CRM platform offering scheduling, invoicing, and client management tools for small businesses.              | UDG    | Connect via UDG |
| Vtiger               | CRM offering sales, marketing, and help desk solutions with built-in automation and analytics tools for small to medium businesses. | UDG    | Connect via UDG |
| Zoho CRM             | Comprehensive CRM platform offering sales automation, marketing campaigns, and customer support tools for businesses of all sizes.  | UDG    | Connect via UDG |

#### Marketing and outreach

Email marketing, document generation, and business-data tools for campaigns and outreach.

| Integration   | Description                                                                                                                                                   | Source   | Connect Method |
| ------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------- | -------------- |
| Mailchimp     | Comprehensive marketing platform offering email marketing, automation, and audience management tools.                                                         | Platform | Connect BYOK   |
| PandaDoc      | Connect and manage document generation and e-signature workflows using PandaDoc OAuth 2.0.                                                                    | Platform | Connect BYOK   |
| Google Places | Search places, retrieve place details and photos, autocomplete addresses, geocode locations, and calculate distance/travel time via the Google Maps Platform. | Platform | Connect BYOK   |

#### Commerce

E-commerce platforms manage products, orders, customers, and online storefronts.

| Integration | Description                                                                                               | Source   | Connect Method  |
| ----------- | --------------------------------------------------------------------------------------------------------- | -------- | --------------- |
| Shopify     | Manage products, orders, customers, inventory, fulfillment, and store performance insights.               | Platform | Connect BYOK    |
| Amazon      | Global e-commerce marketplace offering a wide range of products, services, and marketplace opportunities. | UDG      | Connect via UDG |
| Big Cartel  | E-commerce platform tailored for artists and makers, offering simple online store setup and management.   | UDG      | Connect via UDG |
| BigCommerce | Robust e-commerce platform offering scalable solutions for businesses of all sizes.                       | UDG      | Connect via UDG |
| Ebay        | Global online marketplace connecting buyers and sellers across various product categories.                | UDG      | Connect via UDG |
| FastSpring  | E-commerce platform specializing in digital goods and subscription management.                            | UDG      | Connect via UDG |
| Squarespace | Website building and e-commerce platform offering customizable templates and integrated sales tools.      | UDG      | Connect via UDG |
| WooCommerce | Open-source e-commerce plugin for WordPress, enabling online store creation and management.               | UDG      | Connect via UDG |

#### Customer support

Contact center platforms, virtual assistants, and customer service tools manage support operations.

| Integration | Description                                                                                                     | Source   | Connect Method  |
| ----------- | --------------------------------------------------------------------------------------------------------------- | -------- | --------------- |
| Zendesk     | Manage customer support tickets, macros, SLAs, and help-center articles using Zendesk OAuth 2.0.                | Platform | Connect BYOK    |
| Five9       | Cloud contact center platform for inbound/outbound calling, IVR, and omnichannel customer engagement.           | UDG      | Connect via UDG |
| Genesys     | Customer experience and contact center solutions including voice, digital channels, and workforce optimization. | UDG      | Connect via UDG |
| Glia        | Digital customer service platform combining chat, video, and co-browsing for financial institutions.            | UDG      | Connect via UDG |
| Kasisto     | Conversational AI platform for banking with virtual assistants and intelligent member interactions.             | UDG      | Connect via UDG |
| NICE CXone  | Cloud contact center and workforce engagement platform for customer service operations.                         | UDG      | Connect via UDG |
| POPi/o      | Video banking and virtual teller solutions for remote member service and account opening.                       | UDG      | Connect via UDG |
| Posh        | AI-powered virtual assistants and voice bots for banking contact centers and member support.                    | UDG      | Connect via UDG |

### Productivity and collaboration

#### Platform-native productivity integrations

| Integration          | Description                                                                                                             | Source   | Connect Method |
| -------------------- | ----------------------------------------------------------------------------------------------------------------------- | -------- | -------------- |
| Airtable             | Manage Airtable records, tables, fields, attachments, and webhooks for structured data and no-code database operations. | Platform | Connect BYOK   |
| DocuSign             | Send documents for signature, manage recipients and reminders, track envelopes, and download signed PDFs.               | Platform | Connect BYOK   |
| Google Calendar      | Manage calendar events and check free/busy availability across subscribed calendars.                                    | Platform | Connect BYOK   |
| Google Docs          | Create, read, and edit Google Docs documents.                                                                           | Platform | Connect BYOK   |
| Google Sheets        | Create, read, write, and manage Google Sheets spreadsheets.                                                             | Platform | Connect BYOK   |
| Google Slides        | Create, read and edit Google Slides presentations with OAuth 2.0.                                                       | Platform | Connect BYOK   |
| Microsoft Excel 365  | Read and write worksheets and cell ranges in Excel workbooks on OneDrive.                                               | Platform | Connect BYOK   |
| Microsoft Outlook    | Read, send, search, and manage mail, drafts, replies, forwards, and attachments.                                        | Platform | Connect BYOK   |
| Microsoft SharePoint | Work with SharePoint sites, document libraries, list items, files, and content search.                                  | Platform | Connect BYOK   |
| Notion               | Search, read, create, and update Notion pages, databases, content blocks, comments, and templates.                      | Platform | Connect BYOK   |
| Slack                | Post team notifications and alerts, run approval workflows, and read channel and thread context.                        | Platform | Connect BYOK   |

#### UDG productivity integrations

| Integration     | Description                                                                                         | Source | Connect Method  |
| --------------- | --------------------------------------------------------------------------------------------------- | ------ | --------------- |
| AccuAccount     | Document imaging and account management for credit unions and community financial institutions.     | UDG    | Connect via UDG |
| Adobe           | Document creation, PDF services, and e-signature solutions for secure document workflows.           | UDG    | Connect via UDG |
| Confluence      | Team workspace for documentation, knowledge management, and project collaboration.                  | UDG    | Connect via UDG |
| Hyland          | Enterprise content management and document imaging for financial services operations.               | UDG    | Connect via UDG |
| IMM eSign       | Electronic signature and document management for loan packages and financial services workflows.    | UDG    | Connect via UDG |
| Microsoft Teams | Collaboration platform for chat, meetings, and document sharing within financial institution teams. | UDG    | Connect via UDG |
| OnBase          | Enterprise content management platform for document capture, workflow, and case management.         | UDG    | Connect via UDG |
| ServiceNow      | IT service management and workflow automation for enterprise operations and ticketing.              | UDG    | Connect via UDG |
| Square          | Payment processing and business management solutions for small to medium-sized businesses.          | UDG    | Connect via UDG |
| Synergy         | Document management and workflow automation for lending and account servicing.                      | UDG    | Connect via UDG |

#### Storage

Cloud storage services support uploading, downloading, and managing files.

| Integration          | Description                                                       | Source   | Connect Method |
| -------------------- | ----------------------------------------------------------------- | -------- | -------------- |
| Google Drive         | Create, read, update, share, and manage files in Google Drive.    | Platform | Connect BYOK   |
| Microsoft OneDrive   | Browse, upload, download, search, and organize files in OneDrive. | Platform | Connect BYOK   |
| AWS S3               | Upload, download, and stream files using AWS S3.                  | Platform | Connect BYOK   |
| Azure Blob Storage   | Upload, download, and stream files using Azure Blob Storage.      | Platform | Connect BYOK   |
| Google Cloud Storage | Upload, download, and stream files using Google Cloud Storage.    | Platform | Connect BYOK   |

#### Email notification

Email sending and management services support transactional and notification emails.

| Integration  | Description                                       | Source   | Connect Method |
| ------------ | ------------------------------------------------- | -------- | -------------- |
| Gmail        | Send, read, draft, and manage labels using Gmail. | Platform | Connect BYOK   |
| Resend Email | Send emails using Resend.                         | Platform | Connect BYOK   |

**What you can do with Resend**

* Send transactional and notification emails from agents, skills, and apps.
* Use in automated workflows for onboarding sequences, alerts, and confirmations.

#### Messaging

Communication platforms send messages through various channels.

| Integration     | Description                                                                                                                 | Source   | Connect Method  |
| --------------- | --------------------------------------------------------------------------------------------------------------------------- | -------- | --------------- |
| Discord         | Send messages to Discord channels and direct messages with an installed bot.                                                | Platform | Connect BYOK    |
| Telegram        | Send messages, media, and documents to Telegram chats and channels, and receive updates, with a bot created via @BotFather. | Platform | Connect BYOK    |
| Twilio WhatsApp | Send WhatsApp messages using Twilio.                                                                                        | Platform | Connect BYOK    |
| Eltropy         | Conversational AI and messaging platform for credit unions and banks to engage members digitally.                           | UDG      | Connect via UDG |

**What you can do with Twilio WhatsApp**

* Send WhatsApp messages from agents, skills, and apps—including OTP codes, appointment reminders, and status notifications.
* Use in automated workflows for real-time customer communication and notification delivery.

#### Meetings

Meeting scheduling and transcription services capture bookings, transcripts, summaries, and action items.

| Integration  | Description                                                                           | Source   | Connect Method |
| ------------ | ------------------------------------------------------------------------------------- | -------- | -------------- |
| Calendly     | Connect and manage event types, availability, and bookings using Calendly OAuth 2.0.  | Platform | Connect BYOK   |
| Fathom       | List meetings and access transcripts, summaries, action items, and speaker insights.  | Platform | Connect BYOK   |
| Fireflies.ai | Retrieve meeting transcripts, AI summaries, action items, and conversation analytics. | Platform | Connect BYOK   |

#### Project management

Project tracking and issue management platforms.

| Integration | Description                                                                                   | Source   | Connect Method |
| ----------- | --------------------------------------------------------------------------------------------- | -------- | -------------- |
| Jira        | Jira Cloud integration (issues, comments, projects, boards and sprints) with OAuth 2.0 (3LO). | Platform | Connect BYOK   |

#### Source control

Version control and code collaboration platforms.

| Integration | Description                                                                        | Source   | Connect Method |
| ----------- | ---------------------------------------------------------------------------------- | -------- | -------------- |
| GitLab      | GitLab.com integration (projects, merge requests, diffs and notes) with OAuth 2.0. | Platform | Connect BYOK   |

### Compliance and analytics

#### Compliance

| Integration                         | Description                                                                                                                                                   | Source | Connect Method  |
| ----------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------ | --------------- |
| Dun & Bradstreet                    | D\&B Direct+ Identity Resolution and Search: cleanse-match, cleanse-match with fraud risk signals, extended match (match + append attributes) for businesses. | UDG    | Connect via UDG |
| Socure RiskOS                       | Unified identity decisioning platform with evaluation submission, KYC/KYB, and identity verification tools.                                                   | UDG    | Connect via UDG |
| CoreLogic                           | Property data, flood zone determination, and collateral risk intelligence for real estate lending.                                                            | UDG    | Connect via UDG |
| Cotality                            | Property intelligence, valuation, and collateral analytics for lending and risk assessment.                                                                   | UDG    | Connect via UDG |
| FEMA                                | Federal flood hazard data and maps for property risk validation and regulatory compliance.                                                                    | UDG    | Connect via UDG |
| First American                      | Title insurance, property data, and settlement services for mortgage and real estate transactions.                                                            | UDG    | Connect via UDG |
| Fiserv (Compliance)                 | Compliance, fraud, and risk management solutions for financial institutions and payment providers.                                                            | UDG    | Connect via UDG |
| Internal Revenue Service (IRS)      | Tax transcript verification, income validation, and regulatory compliance for lending workflows.                                                              | UDG    | Connect via UDG |
| LexisNexis Risk Solutions           | Identity verification, fraud prevention, and risk intelligence for KYC, KYB, and compliance workflows.                                                        | UDG    | Connect via UDG |
| NCUA APIs                           | National Credit Union Administration data and regulatory APIs for compliance and reporting.                                                                   | UDG    | Connect via UDG |
| Small Business Administration (SBA) | SBA loan program eligibility, guaranty verification, and government-backed lending compliance.                                                                | UDG    | Connect via UDG |
| Thomson Reuters                     | Regulatory intelligence, tax compliance, and legal research for financial institution compliance.                                                             | UDG    | Connect via UDG |
| Verafin (Nasdaq)                    | Fraud detection and AML compliance platform for financial crime monitoring and regulatory reporting.                                                          | UDG    | Connect via UDG |

#### Analytics

Data analytics, business intelligence, and performance reporting platforms.

| Integration            | Description                                                                                           | Source   | Connect Method  |
| ---------------------- | ----------------------------------------------------------------------------------------------------- | -------- | --------------- |
| Google Analytics       | Run GA4 reports for traffic, user behavior, campaigns, and period comparisons on a selected property. | Platform | Connect BYOK    |
| AnalyticsPro           | Credit union analytics and performance reporting for lending, deposits, and member growth.            | UDG      | Connect via UDG |
| Larky                  | Rewards-based marketing platform driving member engagement through personalized incentives.           | UDG      | Connect via UDG |
| Medallia               | Experience management and customer feedback platform for measuring and improving member satisfaction. | UDG      | Connect via UDG |
| Moody's                | Financial statement spreading, credit analysis, and commercial lending analytics for underwriting.    | UDG      | Connect via UDG |
| Onovative              | Marketing automation and member engagement analytics for credit unions and community banks.           | UDG      | Connect via UDG |
| Qualtrics              | Experience management platform for surveys, feedback, and customer insights across digital channels.  | UDG      | Connect via UDG |
| Snowflake              | Cloud data platform for analytics, data sharing, and enterprise reporting across financial data.      | UDG      | Connect via UDG |
| Trellance / OnApproach | Data analytics and business intelligence for credit unions including data warehousing and reporting.  | UDG      | Connect via UDG |

### Connecting to APIs not in the catalog

The Integration Hub covers pre-built integrations with supported providers. To connect to any REST API not listed in the catalog—including internal services, proprietary endpoints, or third-party APIs without a pre-built connector—use the [API Call Skill](/platform-resources/skill-library/logic-and-data-integration/api-call.md). The API Call Skill lets you define custom API requests that agents and workflows can invoke as steps, without requiring a catalog entry.

### Browse integrations by category

* [Banking and Finance](/integrations/integrations-hub/banking-and-finance.md)—Banking cores, payments, credit bureaus, accountancy
* [CRM and Marketing](/integrations/integrations-hub/crm-and-marketing.md)—CRM platforms, commerce, customer support
* [Productivity and Collaboration](/integrations/integrations-hub/productivity-and-collaboration.md)—Office tools, storage, messaging, project management
* [Compliance and Analytics](/integrations/integrations-hub/compliance-and-analytics.md)—Regulatory compliance, analytics platforms

[^1]: Bring Your Own Key

[^2]: Uptiq Data Gateway


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