> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clearpolicy.app/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

<Steps>
  <Step title="Go to Settings">
    In ClearPolicy, navigate to **Settings** → **Integrations**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Available triggers

<CardGroup cols={1}>
  <Card title="New person" icon="user-plus">
    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.
  </Card>
</CardGroup>

## Available searches

<CardGroup cols={1}>
  <Card title="Find Person" icon="magnifying-glass">
    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.
  </Card>
</CardGroup>

## Available actions

<CardGroup cols={2}>
  <Card title="Add person" icon="user">
    Create a new person in ClearPolicy with a name, email address, and optional phone number.
  </Card>

  <Card title="Add person to group" icon="users">
    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.
  </Card>

  <Card title="Remove Person From Group" icon="user-minus">
    Remove a person from a group. The person must already be a member. Document assignments are not automatically removed.
  </Card>

  <Card title="Create document signing request" icon="file-signature">
    Send a specific document to a specific person for electronic signature. You select the person and the document; ClearPolicy handles the rest.
  </Card>
</CardGroup>

## Example workflow

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Action: create a signing request (optional)">
    Or send a specific document for signature yourself, using the person from the previous step.
  </Step>
</Steps>

<Tip>
  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.
</Tip>

<Note>
  The Zapier integration requires an active ClearPolicy subscription.
</Note>