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Use Zapier to connect events in another app to actions in ClearPolicy. For example, add a new volunteer to ClearPolicy and a group when they appear in your roster system.

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Before you start

Use an owner or administrator account and select the organization you want to connect. Complete organization setup, including adding a person and a published document, if authorization asks you to do so. API actions require an active trial or subscription.

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Connect Zapier

  1. Open Settings → Integrations and click Connect next to Zapier.
  2. Follow the Zapier setup and add a ClearPolicy connection.
  3. Sign in to ClearPolicy and check the organization shown before approving access.
  4. Return to Zapier and test the connection in your Zap.
Zapier uses OAuth: you sign in and approve access rather than copying an API token.

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Available triggers

New person triggers when a person is added to ClearPolicy. Use it to start work in another app.

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Available searches

Find Person searches by email, person ID, or name. Prefer a full email for matching. Pair it with Add Person in Zapier’s find-or-create flow when the person may not exist yet.

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Available actions

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Example workflow

  1. Trigger in your roster app: a new employee or volunteer is added.
  2. Find Person: search ClearPolicy by their email, adding them if needed.
  3. Add Person to Group: use the person from the previous step and the appropriate group.
  4. Optional signing request: send a specific document when group automation is not handling it.
Check the group’s Automatic request emails before testing a Zap. Adding group membership can create real document requests. The email follows within a minute. You usually do not need a separate signing-request action for the same document if group automation already creates it.

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Troubleshooting

  • Wrong organization’s data: check the organization used to authorize the connection, then reconnect to the intended one.
  • Person already exists: use Find Person before Add Person.
  • Document cannot be sent: confirm it is published, active, and has Requires a signature on.
  • Payment required: check the organization’s billing status.
  • Group change did not send a request: review group automation and existing assignments.
You can disconnect Zapier from Settings → Integrations when it no longer needs access.
Last modified on September 30, 2026