2

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.

Improve this question
4
  • 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
    Feb 27, 2022 at 14:22
  • I am using Wordpress.
    – Dan
    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
    Feb 27, 2022 at 20:58
  • Ah ok sorry. I am using profile shortcodes for the new member form
    – Dan
    Feb 27, 2022 at 21:02

1 Answer 1

Reset to default
3

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

Something like this:

enter image description here

enter image description here

Improve this answer
1
  • Looks good, I will have a look at work tomorrow. Then I'll let you know when I have sorted it. Thank you
    – Dan
    Feb 27, 2022 at 21:30

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service and acknowledge you have read our privacy policy.

Not the answer you're looking for? Browse other questions tagged or ask your own question.