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?

  1. New contact joins using WordPress integration form.
  2. A new contact is added to a New Members group.
  3. New Case added called New member and workflow added.

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 am using Wordpress.
    – Dan
    Commented Feb 27, 2022 at 20:55
  • 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

1 Answer 1


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

Something like this:

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enter image description here

  • 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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