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Questions tagged [automation]

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2 votes
1 answer
68 views

Best way to create an automated email sequence?

We've got CiviRules extension, but not sure how to build an automated email sequence that could be easily duplicated for events. I'd rather not use "Event Reminders" because it doesn't ...
0 votes
1 answer
50 views

Automate from Searchkit to Google Sheets or Office 365

Has anyone found a way to daily send results from a Searchkit result or table to Google Sheets or O365 spreadsheet? Is there a way to have Microsoft PowerAutomate or Zapier get the table? Is there a ...
2 votes
1 answer
23 views

How can you create more than one automated thank you for a donation?

We would like to set up a second thank you email to everyone who donates to our organization that is scheduled to go out 24 hours after the donation is made. It would be wonderful if it could include ...
2 votes
2 answers
84 views

new Contribution triggers send invoice

Our Drupal web form is connected to CiviCRM and creates a new contribution. I want to automatically trigger civi to send an invoice based upon the new contribution as soon as it has been created. The ...
3 votes
1 answer
33 views

Autoresponder capability in CiviCRM?

Newbie here. Checked previous posts on this and last answers over 6 years old. Is there a way to set up an auto-responder series in CiviMail, e.g. when someone signs up for a newsletter on our ...
0 votes
0 answers
18 views

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 votes
2 answers
118 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 votes
2 answers
362 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
3 answers
207 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 vote
1 answer
20 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 votes
1 answer
152 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 ...