Connect ClearPolicy to your existing tools
Built-in integrations for Google Drive and Planning Center. Zapier for everything else. API and MCP when you need more control — all included in your ClearPolicy subscription.
All integrations are included in one $29/month plan — no add-on fees or per-seat charges.
Built-in integrations
Connect directly inside ClearPolicy — no Zapier account, no middleware, no extra setup.
Native — no Zapier required
Planning Center
Sync volunteers and staff from Planning Center Lists to ClearPolicy groups. Policies assign automatically when someone joins a list.
- Map Lists to ClearPolicy groups
- Automatic morning sync plus manual sync on demand
- Listed in the Planning Center integrations directory
Native — no Zapier required
Google Drive
Keep your source of truth in Google Drive. Import policy documents directly into ClearPolicy without downloading and re-uploading.
- Browse Drive folders and import PDFs as revisions
- Update policies when source documents change
- Works with shared folders and Team Drives
Create your document
Choose how you want to add a policy.
Upload PDF or Word Document
Import an existing PDF or Word document
Connect Google Drive
Link your Google Drive to import documents
Use ClearPolicy Editor
Create a new document from scratch
Browse Templates
Start with a pre-made policy template
Your policies stay where you already manage them
Most teams draft policies in Google Docs or store PDFs in Drive. ClearPolicy meets you there — import a revision, send for signatures, and track acknowledgments without maintaining a second document library.
Connect via Zapier
For everything beyond native integrations, Zapier connects ClearPolicy to thousands of apps — no code required.
For churches
- Google Form submission → Add to ClearPolicy → Request volunteer agreement
- New Breeze contact → Create person → Send child safety policy
- Policy signed → Notify ministry leader in Slack
For nonprofits
- New board member in spreadsheet → Add to ClearPolicy → Send COI policy
- Airtable entry → Create contact → Request handbook acknowledgment
- Policy signed → Update database in Airtable
Popular Zapier connections
Google Forms
Add form respondents as contacts
Mailchimp
Sync contact lists
Airtable
Add records as contacts
Slack
Get notified when policies are signed
Google Sheets
Two-way contact sync
Text In Church
Coordinate with messaging workflows
What you can automate
Automations are scoped to core workflows — simple, reliable, auditable.
Contacts
Create contacts from forms, spreadsheets, or other systems. Keep contact lists in sync automatically.
Signature requests
Trigger signature requests when contacts are added. Send specific policies to specific people.
Notifications
Alert staff when signatures are completed. Update other systems after acknowledgment.
Workflows
Chain multiple actions together. React to events without manual work.
Reminders
Send automatic follow-up emails when signatures are still pending — no manual chasing.
Renewals
Schedule recurring re-attestation when policies need annual or seasonal sign-off.
Planning Center sync, step by step
If your church uses Planning Center, you already organize people into Lists. ClearPolicy maps those Lists to groups and keeps compliance tracking in sync — without exporting CSVs or maintaining a second volunteer roster.
- Sign in with your Planning Center account under Settings → Integrations
- Map each List to a ClearPolicy group with policies already assigned
- People sync every morning — or trigger a manual sync when you need it
API & MCP
Build custom workflows with the JSON API, or manage compliance from Claude and other AI assistants via MCP.
API for custom integrations
Need more control than Zapier? ClearPolicy provides a JSON API for custom workflows, internal dashboards, custom reporting, and proprietary systems.
- Internal dashboards and reporting
- Advanced workflows beyond Zapier
- Secure, organization-scoped authentication
MCP for AI assistants
Use ClearPolicy from Claude, ChatGPT, and other MCP-compatible tools. Send signing requests, check compliance, and manage people — just by asking.
Find ClearPolicy in Claude under Settings → Connectors, or use
https://api.clearpolicy.app/mcp
for other MCP clients.
Frequently asked questions
Does the Planning Center integration require Zapier?
No. Planning Center is a native integration built directly into ClearPolicy. Connect your account under Settings → Integrations — no Zapier account needed.
Which Planning Center products does ClearPolicy connect to?
ClearPolicy connects to Planning Center People, specifically your Lists. Anyone in a synced list is automatically brought into ClearPolicy and assigned the appropriate documents.
What happens if someone is removed from a Planning Center list?
They remain in ClearPolicy and their acknowledgment history is preserved. If someone is no longer active, you can archive them in ClearPolicy.
Does Google Drive integration require Zapier?
No. Google Drive import is built directly into ClearPolicy. Connect your Google account and select documents from your Drive.
Do I need a Zapier account?
Only if you want to connect ClearPolicy to apps beyond the native integrations. Zapier is free for basic automations; paid plans unlock more frequent syncs and complex workflows.
What can I automate with Zapier?
Common automations include adding contacts from forms, triggering signature requests when someone joins a list, notifying staff in Slack when policies are signed, and syncing acknowledgment status back to spreadsheets or databases.
Can I trigger workflows from ClearPolicy events?
Yes. When a signature is completed, you can trigger actions in other apps via Zapier.
Does ClearPolicy support two-way syncing?
Via Zapier, yes — you can create contacts in ClearPolicy and update external systems when signatures complete.
Do I need a developer to set up integrations?
No. Google Drive, Planning Center, and Zapier integrations are point-and-click. API access is available if you want custom development.
Is there an API for custom integrations?
Yes. ClearPolicy provides a JSON API for custom workflows, internal dashboards, and advanced integrations beyond Zapier. Authentication is secure and scoped to your organization.
Does ClearPolicy work with AI tools like Claude or ChatGPT?
Yes. ClearPolicy is available as an MCP (Model Context Protocol) connector for Claude, ChatGPT, and other AI assistants that support MCP. Find ClearPolicy in Claude's connector directory under Settings → Connectors, or visit claude.com/connectors.
Do I need a developer to connect ClearPolicy to Claude?
No. Connecting via the Claude connector directory is point-and-click — no API keys or configuration files. For other MCP-compatible clients, use the server URL https://api.clearpolicy.app/mcp. See our MCP Server documentation for details.
Will more integrations be added?
Yes. Tell us what tools you need at support@clearpolicy.app.
Integrations are simple, secure, and scoped to your organization
Try free for 30 days. No credit card required.
Need help connecting your tools? Email support@clearpolicy.app .