master-zapier-plan-draft/packages/zapier-user-docs/02-signup-zappier-portal.md
George Lambert a1a5b957fd
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Wire zappier-edge into the live stack and add billing department APIs
Fleet now spawns the real zappier and middleware processes. Metered
timestamp/receipt/hash calls proxy to middleware when ZAPPIER_UPSTREAM
is set. CS credits, sales per-customer pricing, and QuickBooks export
are separate repos plugged into zappier-edge admin.
2026-09-11 15:15:55 -04:00

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# 2. Sign up for a Verae / zappier account
You need an API key **before** you can connect Zapier.
1. Open the customer portal (`/portal` on the zappier host your operator gave you).
2. Choose **Create an account**.
3. Enter name, email, and a password of at least 8 characters.
4. You start on the **Free** plan and receive an **API key immediately**.
5. Copy the key. It is sent as `x-api-key` on every Zapier request.
If your company already created an account (you received a key by email), sign up with the **same email**. The existing plan and key are kept; your password is attached to that account.
## After signup
- **Dashboard** — usage this month, included credit, billable overage, prepaid balance.
- **API & pricing** — live rate card (free / fixed / variable per operation, including batch).
- **Invoices** — draft / issued / paid.
- **Billing** — reload $1$10,000; prepaid is drawn down automatically. Customer-service can add goodwill credits; sales can set a per-customer multiplier; accounting can export invoices to QuickBooks (IIF/CSV).
- **Security** — optional 2FA.
Regenerating the API key **invalidates the old one immediately**. Update the Zapier authentication field or every Zap step will 401.
Simulator: action **Sign up (zappier portal)** then **Connect Zapier app**.