Automate ClearPolicy workflows with Zapier

Connect ClearPolicy to thousands of apps with Zapier to automate document workflows, people, and signing requests without writing code.

ClearPolicy’s Zapier integration lets you build automated workflows that connect ClearPolicy to the other tools your team already uses. Trigger actions in other apps when something happens in ClearPolicy, or create people and send signing requests automatically based on events in your HR system, spreadsheets, or any other Zapier-connected app.

How to connect

1. Go to Settings

   In ClearPolicy, navigate to Settings → Integrations.

2. Connect Zapier

   Click Connect next to Zapier. You’ll be redirected to Zapier to authorize the connection using OAuth. No API keys to copy and paste.

3. Build your Zap

   Once connected, ClearPolicy will appear as an app in the Zapier editor. Choose a trigger or action to start building your workflow.

Available triggers

New person

Triggers when a new person is added to ClearPolicy. Use this to kick off downstream actions in your HR system, CRM, or notification tools whenever someone is added.

Available searches

Find Person

Find an existing person by email, ClearPolicy person ID, or name. Prefer full email for a reliable match. In the Zapier editor, pair this with Add Person to use find-or-create.

Available actions

Add person

Create a new person in ClearPolicy with a name, email address, and optional phone number.

Add person to group

Add an existing person to a group. If the group has automatic request emails enabled, ClearPolicy may assign the group’s documents and send signature requests.

Remove Person From Group

Remove a person from a group. The person must already be a member. Document assignments are not automatically removed.

Create document signing request

Send a specific document to a specific person for electronic signature. You select the person and the document; ClearPolicy handles the rest.

Example workflow

Here’s a common onboarding workflow you can build with Zapier:

1. Trigger: new employee added in your HR system

   When a new hire is added in your HR tool (such as BambooHR, Rippling, or a Google Sheet), Zapier kicks off the workflow.

2. Action: find or create person in ClearPolicy

   Use Find Person with the employee’s email (and Add Person for find-or-create) so existing people are reused instead of duplicated.

3. Action: add person to group

   Zapier adds the person to the right group (for example, All Employees or a department group). If automatic request emails are on for that group, ClearPolicy can assign documents and send signature requests for you.

4. Action: create a signing request (optional)

   Or send a specific document for signature yourself, using the person from the previous step.

Prefer groups when the same document set applies to many people. Use Create document signing request when you need a one-off document that is not tied to a group.

The Zapier integration requires an active ClearPolicy subscription.