> ## 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 work with Zapier

> Connect ClearPolicy to Zapier to find or add people, manage group membership, and send signature requests.

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.

## 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.

## 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.

## Available triggers

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

## 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.

## Available actions

| Action | What it does |
| - | - |
| **Add Person** | Adds a person with their name, email, and optional phone. |
| **Add Person to Group** | Adds an existing person to an existing group. Group automation can send signature requests. |
| **Remove Person From Group** | Removes membership. Existing signature assignments remain. Reading access granted by that group ends unless another group grants it. |
| **Create document signing request** | Sends a published, signature-required document to a person. |

## 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.

<Note>
  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.
</Note>

## 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](/guides/manage-billing).
* **Group change did not send a request:** review [group automation and existing assignments](/guides/manage-groups#automatic-request-emails).

You can disconnect Zapier from **Settings → Integrations** when it no longer needs access.


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