Questions tagged [automation]

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Should "one time" contributions update membership status/renewal or be separate?

Web contractor for mid-sized NPO here. Staff wants contributions of a certain amount to effect a contact's membership. For example, annual membership is $100 a year, Bob has a membership and makes a ...
2
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2answers
49 views

Automated Invoices

I was wondering if there was a way to automate sending invoices. Specifically, I want an invoice to be sent when a membership is expiring in x amount of days. Currently, I'm thinking about using ...
4
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2answers
193 views

What is the preferred way to do Marketing Automation in CiviCRM? CiviMail, Mosaico, Mautic, Forms, Landing Pages etc [closed]

This is more of a discussion point rather than a question, and I'm interested to get peoples views on topic. It's brief as I don't want to make it unreadable and please excuse the rushed ramblings and ...
2
votes
3answers
79 views

Send an email to activity targets when activity is created via the API

This feels like a simple one but I am not sure if there is a way to do this. Does anyone know if you can automate an email to a activity assignee when the activity is created and include activity ...
1
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1answer
19 views

Disabled activity still auto-populates

I've disabled certain activities that we do not want to keep track of (Record merged, for instance). Yet, when I merge a record, the activity is still automatically created. How can I prevent this ...
2
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1answer
86 views

Workflow and Automation

I'm trying to figure out how to do automated workflows. This is an example of one such process: Member fills in a request to host an event using Caldera Forms (at the moment). I currently have some ...