Hello, my goal is for clickup to assign a task to me once there is a new lead that appears in this tab and I am not sure if this is the correct trigger.
I would like to see all leads that are coming in this tab when I visit Bark:
Thank you!
Best answer
How to set up ClickUp to assign tasks for new leads in Bark
Best answer by LaurenH
Hey
The “New Bark” trigger will run whenever a new lead is submitted in Bark and appears in the section shown in your screenshot.
The trigger allows you to filter leads based on location and category so any new leads matching the filters you select in the Zap should go over to ClickUp.
Let us know how you get on with that setup 🙂
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+1- Zapier Staff
- Answer
Hey
The “New Bark” trigger will run whenever a new lead is submitted in Bark and appears in the section shown in your screenshot.
The trigger allows you to filter leads based on location and category so any new leads matching the filters you select in the Zap should go over to ClickUp.
Let us know how you get on with that setup 🙂
Thank you for the confirmation! I will have to set it up again and see if it works this time. I think may have filtered things wrong that’s why it was not generating but I will have to try again.
Hi again
I just tried setting up the automation once more but it seems that it is not pulling the data that I want to. You see, the latest leads are the one I posted above and when I set the filters, it says that there are no barks despite using the same location filter and the services. When I turn off the filters, the barks come in but I would like to get the filtered results.
Filters I’m using. When I click No, the automation returns with actual bark data:
+11- Community Manager
Hi
If you’re still stuck, I’d first suggest reaching out to our Support team to investigate whether there’s a bug causing that Limit results to my service areas field to work properly.
In the meantime, instead of using the category filters there perhaps you could try this alternative approach:
- Set the Limit results to my service areas field set to No.
- Then add a Filter to the Zap that checks for the necessary locations and categories.
Keep us posted on how it’s going, want to make sure you’re all set!
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