Connect ClearPolicy to your existing tools
Built-in integrations for Google Drive, OneDrive, 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
Google Drive
Keep drafting in Google Drive. Import policy documents into ClearPolicy without downloading and re-uploading.
- Browse Drive and import PDFs or Docs as revisions
- Per team member connection under Integrations
- Works with shared folders and shared drives
Native — no Zapier required
OneDrive
Import Word documents and PDFs from Microsoft OneDrive — personal or Microsoft 365 work accounts — straight into ClearPolicy.
- Pick Word or PDF files when creating a document or revision
- Per team member connection under Integrations
- Separate from Microsoft sign-in for ClearPolicy
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
Create your document
Choose how you want to add a policy.
Upload PDF or Word Document
Import an existing PDF or Word document
Pick from Google Drive
Import a document from your Google Drive
Pick from OneDrive
Import a Word document or PDF from OneDrive
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 in Google Docs, Microsoft Word, or store PDFs in Drive or OneDrive. 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 people
Mailchimp
Sync people lists
Airtable
Add records as people
Slack
Get notified when policies are signed
Google Sheets
Two-way contact sync
What you can automate
Automations are scoped to core workflows — simple, reliable, auditable.
Contacts
Create people from forms, spreadsheets, or other systems. Keep rosters in sync automatically.
Signature requests
Trigger signature requests when people 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.
Install ClearPolicy in ChatGPT from the Apps library, find it 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 or OneDrive integration require Zapier?
No. Google Drive and Microsoft OneDrive import are built into ClearPolicy. Connect under Settings → Integrations and pick Word documents or PDFs when you create a document or revision.
Can team members sign in with Google or Microsoft?
Yes. Team members can use Google or Microsoft to sign in to ClearPolicy instead of a password. Document import from Google Drive or OneDrive is separate — each team member connects their own account for imports. Recipients who sign policies never need to sign in.
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 people 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 people in ClearPolicy and update external systems when signatures complete.
Do I need a developer to set up integrations?
No. Google Drive, OneDrive, 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 in the ChatGPT Apps library and as an MCP connector for Claude and other AI assistants. Install ClearPolicy from ChatGPT, find it 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 .