Questions tagged [civirules]
CiviRules is an extension that allows rules-based actions, like automatically adding a contact to a group when he/she contributes more than predefined amount.
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Ncn-civi-zoom or ZoomZoom?
Exploring a possibility of Zoom.us integration. There are quite a lot of search results to read, however in 2023, which of the extensions has, in your opinion, smoother integration experience? It ...
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Email drip campaign with CiviRules
We are interested in creating periodic emails for contacts in specific groups.
If the contact is in group X, then every month, they should receive the next email in the flow.
At the end of the set of ...
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CiviRules, "Relationship change" trigger: how to retrieve the relationship type to show when I send an email
I created a rule triggered when "Relationship is changed". I'd like to send an email stating the relationship type. For example:
The relationship {relationship_type_id:label} between {...
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Custom logic for fields using CiviRules
This question is referring to the same example found here: Custom logic for fields
One of the requirements for a project was for the system to generate a unique ID for each of the members coming in. ...
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Add civirule for Chasse
I'm trying to configure Chasse for some automated email campaigns for new supporters.
I understand I need to add a new CiviRule action (we installed Chasse after CiviRule but it has added a new rule ...
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CiviRule condition base on contribution page?
I'd like to send users a notification email when someone donates from a specific contribution page - is this possible? I don't see contribution page in the list of condition options in CiviRule.
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CiviRules "Update Date Value" - I cannot select any source or target field
I am trying to create a Civi rule that will be triggered by "Membership is changed" and then set the end date of this membership to a new value. (This rule is needed as a workaround for ...
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Automatically renew Free Membership
We have 3x Membership types, two paid and the other free. All appear on the same signup form.
When a free membership is created, the auto-renew flag is set correctly, and a Recurring Contribution is ...
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JSON syntax to set custom date field with current date/time using a civirules action
In a civirules action I would like to set a custom participant field to the current date/time using the action 'Set Custom Field on any entity'
What json can I use for current date/time to set a ...
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Unable to install email api extension
I was just installing the email api and got the following error (Drupal 9.5.3 / CiviCRM 5.55.2 with email api 2.9)
Sorry, due to an error, we are unable to fulfill your request at the moment. You may ...
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Confusion about CiviRules > Trigger for 'Source', 'Target', 'Assignee'
This question comes off the back of a (now answered) question I asked previously about FormBuilder and email routing.
I setup a CiviRule to trigger and perform some actions when a specific activity is ...
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How to import contact via CSV and trigger CiviRule for Trigger "Address is added"
I set up a CiviRule that when an Address is added for a Contact some relationships are created depending on the zip code for that Contact.
Now I create some Contacts via an import of a CSV file. I ...
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Is it possible to open a case (of a certain type) as the action of a CiviRule?
I'm trying to write a CiviRule with the trigger "Custom Data on Individual Changed" and the linked conditions "Contact Custom Field Changed is one of" AND "Field Value ...
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Can CiviRules Field Value Comparison be made to work with a checkbox field?
I'm trying to set up a CiviRule using a Field Value Comparison to a checkbox field (i.e. a field that allows multiple values), in this case Preferred Communication Method. It doesn't seem that any of ...
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CiviRule to chase volunteer for application form two weeks after it has been sent
I'm trying to build a CiviRule to chase a volunteer for an application form, two weeks after the application form has been emailed to them, by sending them a second email reminding them of the ...
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Using CiviRule to delay tax receipts
Does anyone have any suggestions on how I could use a CiviRule to delay sending the tax receipts by email? For our gala, we need to wait until we know the exact non-deductible portion of each ticket ...
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CiviRule Triggers but doesn't send email
UPDATE Feb 2023 - Nothing changed, but my emails will not send anymore. I tried to create a new rule to see if that helped trigger something, but no emails are sent.
Mickey Mouse is the record of the ...
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CiviRule not triggering
I am trying to setup a rule to notify donors and staff when a payment fails, but for some reason I can't get the trigger to work. Trigger is "contribution added" and condition is "...
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Last contribution tokens
I am trying to create a rule that will notify our CEO of donations over a certain amount. In the message template I want to include info about the donation. I'm choosing the tokens for "latest ...
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Schedule a Recurring Email to Everyone in a Group
Is it possible to send an email to a group once a week? I can see that scheduled reminders can be sent based on an entity but I'd like to send an email invite to all our members that haven't already ...
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Using CiviRules to create a Case on a Contact record
I'm trying to use CiviRules in WordPress to create a new Case for contact records using a Field Value Comparison (when a custom data field "is not empty").
My test cases are confirming that ...
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Trigger CiviRule based on contribution receive date with field value comparison relative to today
I'm trying to trigger a CiviRule when a contribution is created with a receive date earlier than today, using field value comparison, but I don't seem to be able to get this to work. According to this ...
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30 day overdue notification to staff
I would like to send out either an email or better an email with a report with all those members who are 30 days overdue. I'm not wanting this to go straight to the member, but to one of my staff who ...
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CiviRules: is it possible to control what relationship contacts are used for the actions?
I have a rule created in CiviRules that triggers on the creation of a relationship and creates an activity. I'm finding that the activity creation will create two records -- one for each of the two ...
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How can I use CiviRules to update case status based on age of case (set to inactive or similar)
I want to use Civi Rules to make older cases have their status automatically updated to something appropriate like 'inactive'.
I found https://docs.civicrm.org/civirules/en/latest/basic-example-hints/#...
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Activity Tokens in SMS via Civi Rules
I'm trying to set up sms reminders for activities. And am trying to configure this with CiviRules.
For example, a client has an initial assessment with our youth service. I want to send a reminder ...
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How can I add activities information in the email sent by civirules?
I have a rule to trigger based on when an activity is added and send an email. I would like to add the content of the activity i.e. activity type, description in the email sent by civirules. Is it ...
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How do i open a case when a specific activity is added
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?
New contact joins using WordPress integration form.
A new ...
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CiviRule "Delay Then Send Message" does not include contribution data
Drupal 7.88
CiviCRM 5.41.0
CiviRules 2.41
We have a custom field that is not written to the database in time to be included on the receipts. So my work around is a civirule which sends a Message ...
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Automated email to user-selected contact with copy of webform and uploaded docs (using CiviRules?)
I'm using CiviCRM 5.41.2, CiviRules: Version 2.41, Drupal 7.87
I am trying to create a webform where the user submits a number of documents. They also select their region from a drop down list, ...
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Anonymous online membership renewal - member dues payment is recorded but how to extend the membership expiration date?
I'm new to CiviCRM so I may be missing something obvious, but research hasn't helped me yet. This is for a small-scale organization using Wordpress where we don't want users to log in to the site. We ...
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Adding or Editing Civirule where Linked Trigger = "webform is submitted" returns error
Civicrm version: 5.45.1
Drupal 9.3.3
Adding (or editing an existing) civirule where the selected trigger is "webform is submitted" generates the fatal error:
CiviRule trigger class "...
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rules that send emails generate errors
I have continued to have problems getting one particular Rule to work. It is supposed to trigger whenever a new contact is added, and do two things: Add those new users to a specific group, and send ...
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Email shows as "Cancelled" when triggered using civiRule
I have setup a civiRule to send out a email 5 mins after a contribution is added.
The event does get triggered properly but the email shows up as "cancelled" under user activity and no email ...
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Bespoke automatic receipt for specific campaign
We want to send a bespoke receipt (schedule reminder) to donors who donate to a specific campaign. We are struggling to work out how to link the schedule reminder to contributions to that campaign - ...
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Using CiviRules to send a receipt, how do I pull in the information from the contribution that trigged the action?
Short question:
I have a CiviRule: Trigger is Contribution Added, Action is Send Email with the message selected to use a User Driven Message Template.
How do I get the triggering Contribution details ...
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How is / Why is not CiviRules triggering actions for <target> contacts with outbound email?
I need a tip with setting up a CiviRule for actions (adding tags etc. to target contacts) when an outgoing email activity is added. Civirules triggers only for source contacts even if the trigger is ...
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CiviRules for adding tag to contact do not work
I am using CiviCRM 5.39.0 and CiviRules 2.29 (so pretty up to date) but I have no success to implement a rule in CiviRules for adding a tag to some contact when the total amount of his contributions ...
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Add event triggers doesn't work (Civirules)
I'm struggling with civirules. The purpuse is to create rules with add event as (triggers ) and add activity to contact as (action).
But when I've added an event the rule doesn't work.
How can i solve ...
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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 ...
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Get event name FROM CiviEvent in activity subject
When a certain event is created with CiviEvent, I have a Civirule creating a related activity. I need to grab the name of the event to use it as the subject of the activity. By default it would be ...
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Civirules send email action creates activity in UTC time
I have a rule with the trigger "Case activity is added". This activity is an "Alert" activity, and when is created, the action "Send E-mail to contacts on a case", sends ...
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How to change participant role in CiviRules with trigger "event participant is added"?
Is it possible in CiviRules to change the participant role (action)
when a participant is added (trigger)
for specific status (condition)?
The opposite – to update the participant status for certain ...
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Sending scheduled email to participants before/after event
Maybe I'm missing something but I can't seem to find a way to send a scheduled email to participants of an event (f.i. 1 hour before or 1 hour after an event) using CiviRules.
Or maybe that's not ...
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Rule sends two emails
We have a form that lets folks add themselves to our mailing list. When they do so, we have a rule that adds them to a couple of groups, and sends them a "Welcome" email.
Lately, the rule ...
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Is it save to delete old entries from the civirule_rule_log table
This table can become rather large (See the experience experts at https://lab.civicrm.org/extensions/civirules/-/issues/89). Can old entries be deleted without losing vital information?
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No instantiation of Case tokens in mails sent by CiviRules
I am trying to send emails (with case tokens) with CiviRules but I do not get the tokens instantiations.
The environment: I use CiviRules, Compucorp CiviCase. I have activated email Api extension, ...
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Civirules intent to select contact with address of one type with the exclusion of another type
I have created a type of address labeled "Old" for keeping a record of addresses that are no longer valid for a given contact.
I want to create a Civirules rule for tracking the contacts ...
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Why is CiviRules not firing when the trigger is adding a tag?
Using CiviCRM 5.35.1 with Drupal 7. Just installed the new CiviRules extension 2.23. I've been waiting for this because CiviRules has not been working with Tags for a couple of months and it has ...
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Unwanted CiviRule email sent to Admin
I have a client with a simple set-up. When A assigns an activity to B with C, then B and C get notified per e-mail with a special template. But also D (me i.e Admin) and I'm not mentioned in any of ...
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