Platform Integrations

Production Integrations and API Connections

Review the integration categories UPP can connect with for e-signatures, communications, finance, identity, tax, and production operations. Availability depends on your configuration.

DocuSeal & DocuSign e-signatures
Modern Treasury & Plaid for money movement
Slack & Teams notifications
Vertex tax calculations
Editorial film production desk with camera, schedules, and organized records

Functional Integrations

Active API connections powering UPP's production management capabilities

Okta SSO

Okta SSO

Identity & Access

Enterprise single sign-on integration

SAML 2.0 authentication
OIDC/OAuth 2.0 support
Just-in-time user provisioning
Role mapping from identity provider
+1 more capabilities
DocuSeal

DocuSeal

Electronic Signatures

Primary document signing with API, embedded UI, and webhooks

Submissions, templates, and embedded signing
Signed webhook verification and status sync
ACH authorization and portal signing flows
Configurable per organization alongside DocuSign
+1 more capabilities
DocuSign

DocuSign

Electronic Signatures

Full electronic signature integration

Send documents for signature
Embedded signing experience
Envelope status tracking
Webhook integration for real-time updates
+3 more capabilities
Zoom

Zoom

Video Conferencing

Video meetings and audition recording

Meeting creation for auditions
Recording management
Recording playback within UPP
Host management
+1 more capabilities
Slack

Slack

Team Communication

Real-time notifications and approvals

Notification delivery
Interactive approval cards
Channel management
Direct messaging
+2 more capabilities
Microsoft Teams

Microsoft Teams

Enterprise Collaboration

Enterprise notifications and approvals

Notification delivery
Adaptive approval cards
Action.Submit button interactions
Conversation references
+1 more capabilities
Stripe

Stripe

Payment Processing

Subscription billing and payments

Subscription billing
Customer management
Webhook processing
Multiple subscription tiers
+1 more capabilities
Twilio

Twilio

SMS & Voice

SMS notifications and verification

SMS notification delivery
Call sheet distribution via SMS
Phone verification
Voice verification (optional)
SendGrid

SendGrid

Email Delivery

Transactional email delivery

Transactional emails
Email templates
Delivery tracking
From domain: [email protected]
Vertex

Vertex

Payroll Tax

Real-time tax calculations

Real-time tax calculations
Address geocoding
Multi-jurisdiction support
Federal/state/local taxes
+2 more capabilities
Plaid

Plaid

Banking

Bank account verification

Bank account verification
Instant account verification
Account/routing number validation
Modern Treasury

Modern Treasury

Banking & Treasury

Treasury and payment operations for ACH and money movement

ACH payments, batches, and internal accounts
Counterparties linked to verified bank data
Webhooks for payment lifecycle events
Orchestrates payouts with Plaid-verified accounts
Lob

Lob

Check Fulfillment

Physical check printing and USPS delivery

Check creation via Lob APIs
Mailing and delivery tracking
Integrated with payroll and commission flows
Secure address and mail-piece validation
Nutrient

Nutrient

Documents & PDF

In-browser PDF viewing, forms, and capture

Portal PDF viewing and form completion
Field and signature capture in the browser
Works with documents stored in Azure Blob Storage
SDK-powered workflows for onboarding and packets
E-Verify

E-Verify

Workforce Compliance

Federal employment eligibility verification with I-9 workflows

Case creation and status synchronization
Admin configuration and credential management
Queued jobs for case updates and notifications
Tied to I-9 completion and compliance auditing
Azure AI Services

Azure AI Services

AI & Intelligence

Document intelligence and AI capabilities

Document Intelligence (form processing)
Computer Vision (image/video analysis)
Cognitive Search (RAG for AI assistant)
OpenAI integration (GPT-4 for UPPilot)
+1 more capabilities
Amazon Alexa

Amazon Alexa

Voice Assistant

Voice-controlled production access

Alexa skill integration
Proactive event notifications
Voice command processing
Production status via voice

ERP Connectors

Configurable enterprise resource planning integrations

SAP S/4HANA

SAP S/4HANA

Enterprise resource planning connector with GL export and chart of accounts import

Workday

Workday

HR and finance adapter with bidirectional data sync and vendor synchronization

Generic ERP Adapter

Configurable adapter framework for custom ERP integrations

Webhook System

Real-time event notifications with configurable payloads

Outbound webhook configuration
Payload transformation
Event filtering
Retry mechanism with exponential backoff
Webhook logs and monitoring

Developer API

RESTful API for configured production workflows
Webhook support for real-time notifications
OAuth 2.0 authentication
Rate limiting and request monitoring
Comprehensive API documentation
Sandbox environment for testing

Enterprise Security

Enterprise authentication and access control

Single Sign-On (SSO)

SAML 2.0 and OAuth/OIDC integration for enterprise authentication

Role-Based Access

Production-level permissions with module-based access control

Audit Logging

Complete activity tracking with permission audits

Need a Custom Integration?

Our team can help configure integrations for your specific production workflow requirements.