How do i open a case when a specific activity is added

Question

How can I create a case with a set case type when a specific activity is added to a contact or a contact is added to a particular group?

The part in 3 is the new part I would like. I have CiviRules installed, but I can't find anything that would do what I need in that extension.

I'm not sure if you can do it with civirules but in part 1, what integration are you using? Does it have a create case feature? — Demerit, Commented Feb 27, 2022 at 14:22
I meant your post said "WordPress integration form" - what form is that? Is it Caldera forms? A custom form? What page do they go to to "join"? — Demerit, Commented Feb 27, 2022 at 20:58
Ah ok sorry. I am using profile shortcodes for the new member form — Dan, Commented Feb 27, 2022 at 21:02

Demerit · Accepted Answer · 2022-02-27 21:18:07Z

3

For wordpress, you might get what you need from the Form Processor extension.

Something like this:

answered Feb 27, 2022 at 21:18

Demerit

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Looks good, I will have a look at work tomorrow. Then I'll let you know when I have sorted it. Thank you
– Dan
Commented Feb 27, 2022 at 21:30

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