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Connect ClearPolicy to Your Existing Tools

Import policies from Google Drive, sync your Planning Center people automatically, and trigger signature requests—without maintaining multiple systems or spreadsheets.

Sync with Panning Center

Bring your Planning Center people into ClearPolicy automatically.

If your church uses Planning Center, you already have your people organized into Lists. ClearPolicy connects directly to those lists and keeps your compliance tracking in sync.

  • Map Planning Center Lists to ClearPolicy Groups
  • People sync automatically every morning
  • Documents are assigned instantly based on group membership
  • Trigger a manual sync anytime from integration settings
  • Sign in with your Planning Center account — no separate credentials needed

Native integration — no Zapier required. ClearPolicy is listed in the Planning Center integrations directory. Connect your Planning Center account directly under Settings → Integrations.

Learn how it works →

Set up a new sync by selecting a Planning Center list and mapping it to a ClearPolicy group.
Review active syncs, check the last sync time, and run a manual sync when needed.

Import from Google Drive

Keep your policies in sync with Google Drive

Import policy documents directly from your Google Drive into ClearPolicy—no downloading or re-uploading required.

  • Browse your Drive folders and select documents
  • Import PDFs as new policy revisions
  • Update policies when source documents change
  • Works with Team Drives and shared folders

Native integration—no Zapier or third-party tools needed. Just connect your Google account.

Connect via Zapier

Automate policy acknowledgments without writing code.

ClearPolicy integrates with thousands of apps through Zapier—no coding required.

Common automations:

For Churches

  • Google Form submission → Add to ClearPolicy → Request volunteer agreement signature
  • New Breeze contact → Create person in ClearPolicy → Send child safety policy
  • Policy signed → Notify ministry leader in Slack

For Nonprofits

  • New board member in spreadsheet → Add to ClearPolicy → Send conflict of interest policy
  • Airtable entry → Create contact → Request handbook acknowledgment
  • Policy signed → Update database in Airtable
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What you can automate

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

Automations are scoped to core workflows—simple, reliable, auditable.

Zapier integrations

Google Forms

Add form respondents as contacts

Mailchimp

Sync contact lists

Airtable

Add form respondents as contacts

Slack

Get notified when policies are signed

Google Sheets

Two-way contact sync

Text In Church

Coordinate with messaging

API for custom integrations

Need more control? ClearPolicy provides a JSON API for custom workflows.

Common uses:

  • Internal dashboards
  • Custom reporting
  • Advanced workflows beyond Zapier
  • Integration with proprietary systems

Authentication is secure. All requests scoped to your organization.

MCP for AI Assistants

Use ClearPolicy directly from Claude, ChatGPT, and other AI tools.

ClearPolicy is available as a Model Context Protocol (MCP) connector — letting AI assistants send signing requests, check compliance, import documents, and manage people on your behalf, without leaving your AI workflow.

Example prompts:

"Send our volunteer policy to everyone tagged volunteers"

"Who hasn't signed the code of conduct yet?"

"Send reminders to anyone with a pending request"

Connect in seconds — no API keys or configuration files needed. Authentication uses the same OAuth login as your ClearPolicy account.

For Claude: find ClearPolicy in Settings → Connectors, or visit claude.com/connectors.

For other MCP-compatible clients, use the server URL directly: https://api.clearpolicy.app/mcp

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?
What happens if someone is removed from a Planning Center list?
Does Google Drive integration require Zapier?
Do I need a Zapier account?
Can I trigger workflows from ClearPolicy events?
Does ClearPolicy support two-way syncing?
Do I need a developer to set up integrations?
Will more integrations be added?
Does ClearPolicy work with AI tools like Claude or ChatGPT?
Do I need a developer to connect ClearPolicy to Claude?

Need help?

Email [email protected]