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Looking for a way to have follow up alerts after a donation is received. e.g. If no custom activity "Sent Receipt", alert admin with email or have alerts on dashboard

Any suggestions on how best to do this.

Tks Alan

Wordpress & CiviCRM latest versions

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  • not quite following - do you mean 'if the expected receipt is not sent out then alert admin'? ie are you asking to be informed when an expected core behaviour fails - or is there some other trigger causing this receipt to be sent / not sent? – petednz - fuzion Dec 16 '15 at 9:23
  • after a contribution is made, I want to record followup events. e.g. Cause sends a Thank You letter, Cause makes a Thank You phone call. Cause make a follow up call within 6 months. If any of these followup events is not done, then I want to get an alert of some sort. Basically a task list of things to do with each contribution. – user3045777 Dec 16 '15 at 9:52
  • Maybe take a look at CiviRules, it will allow you to do what you need I think. – Parvez Saleh Dec 16 '15 at 16:47
  • Thanks Parvez. Would admin be required to create a new case every time a contribution is made? – user3045777 Dec 17 '15 at 9:38
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It sounds like the CiviRules extension might fit your requirements https://civicrm.org/extensions/civirules

This extension allows to you trigger actions when certain events happen. If x happens then do y.

There are some good examples in the 'cookbook' - linked to from the page above - that should help you get started.

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