> ## 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 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="Create document signing request" icon="file-signature">
    Send a specific document to a specific person for signature or acknowledgment. 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: add person in ClearPolicy">
    Zapier creates a new person in ClearPolicy using the employee's name and email address.
  </Step>

  <Step title="Action: create a signing request">
    Zapier immediately sends the new hire your onboarding policy for signature, using the person created in the previous step.
  </Step>
</Steps>

<Tip>
  Chain multiple signing request actions in a single Zap to send several documents — for example, a code of conduct, a data privacy policy, and a remote work agreement — all at once when a new hire is added.
</Tip>

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