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Best answer

Understanding individual vs company accounts in Monday.com

  • May 1, 2025
  • 5 replies
  • 62 views
L
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Hiya. New to Zapier.

I signed up and connected Monday.com through my work email address. Even though it is a company account where we have invited all our company employees.  Same with our Harvest account.

I have set up a Zap so that when an invoice is created in Harvest it updates a board in Monday.com with the details. Now if another employee who uses our Harvest account creates an invoice will it update. Now I know I could create but this would answer questions on other integrations.

Thank you

Lisa

 

Best answer by LisaArmstrong

Hi Sam

Yes it did work. I believe your explanation is correct as it is based on the invoice in the account and not the individual.

Many thanks, Lisa

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

5 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • May 1, 2025

Hi ​@LisaArmstrong 

Sometimes the only way to know for sure is to configure a Zap and test the Zap, then review the results in the Zap Runs: https://zapier.com/app/history/

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
SamB
Community Manager
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  • SamBCommunity Manager
  • Community Manager
  • May 13, 2025

Hey there, ​@LisaArmstrong 👋

Just came across this and wanted to check how you got on. Did the Zap successfully update the board in Monday.com when other employees create an invoice in Harvest?

There’s no documentation on this side to confirm it would, but I’d expect that if the Harvest account connected to the Zap has access to all invoices, it should trigger regardless of which employee creates them. Would really appreciate it if you could confirm whether that’s been the case in your experience. 🙏

Looking forward to hearing from you!

L
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  • LisaArmstrongBeginner
  • Author
  • Beginner
  • Answer
  • May 13, 2025

Hi Sam

Yes it did work. I believe your explanation is correct as it is based on the invoice in the account and not the individual.

Many thanks, Lisa

SamB
JammerS
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  • JammerSZapier Staff
  • Zapier Staff
  • May 14, 2025

Wow! Thank you for confirming that Sam’s resolution got the Zap running. This will significantly help our Community members to have as a reference for the same issue.

SamB
Community Manager
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  • SamBCommunity Manager
  • Community Manager
  • May 14, 2025

Thanks ​@LisaArmstrong! 🤗 Really appreciate you confirming that the Zap triggered for invoices across the account and not just those created by the individual user connected to the Zap.

I’ll go ahead and mark your reply as the best answer to help to better surface that information to others in the community. Thanks again! 🧡

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