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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14 views

Have a rule to send email with they get added to specific groups, why does the email get sent if they added to other groups?

I set up a rule that sends an email when someone gets added to one the children of a parent group. It works great. However, if someone who was added to one of the children groups in the past, gets ...
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2answers
32 views

How do mixed AND and OR in CiviRules Conditions work?

When adding a Condition to a CiviRule one can specify whether it is Adned or ORed with the previous one. If you enter a mixed sequence of AND and OR, what is the algorithm for combining them, since ...
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1answer
24 views

Smarty with CiviRules

I have a template with Smarty strings. If I send the email from inside CiviCRM, Smarty works fine (it shows "Cher Guillaume"): If I send the same template using a CiviRule, it doesn't work: ...
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1answer
22 views

Civirule - Action : force override status

Is it possible to override permanently a status from 'pending' to 'new' with a civirule ? CiviCRM doesn't do it automatically (issue I can't fix until now) and it would avoid me to do it manually ...
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0answers
38 views

CiviRules trigger for a change in participant from one status to another

I can not get a rule to trigger on "Event Participant is changed" Using the condition "Field Value Comparison" On the field "Participant Status" If I use "Compare with original value (before the ...
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1answer
20 views

CiviRules Menu Not Displaying

After installing CiviRules on CiviCRM 5.11, the Rules menu does not display. We are running Drupal 7.67. Have flushed cache, etc.
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2answers
35 views

CiviRules - When does the 'Membership Payment Added' trigger fire?

I am using CiviCRM 5.13.4 and CiviRules 2.9. I am using CiviRules to send an email to Contacts when they sign up for a Membership, but do so using 'Pay Later', to remind them how to pay etc. The ...
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2answers
48 views

CiviRules action only after completed payment for new membership

I need to trigger an action after membership is added, but only after the payment has been made (or registered by admin, because I have the option for online payment as well as "offline" money ...
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2answers
25 views

Active Event Type not appearing in CiviRules

Drupal 7.67, Civi 5.13.5 I'm currently adding some CiviRules to automatically tag users based on what event they sign up to / attend. However one of the event types isn't showing up in the CiviRule ...
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2answers
70 views

CiviRules is not tagging users or adding them to groups

Civi 5.13.5, Drupal 7.67. Hey everyone, I've set up a number of CiviRules to help automate the process and add people to groups / tag them based on the types of events they attend, so they get added ...
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1answer
26 views

CiviRules update interfering with another plugin?

Yesterday, I updated the CiviRules extension to version 2.8, then did the database update. Immediately afterward, I began getting error emails each time the cron job runs. I have in place a hack to ...
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1answer
27 views

Certain Emails, not all are falling into SPAM

We have an install where on certain contacts if you send an email directly from the contact record it goes through correctly. If an email is triggered via CiviRules it goes to SPAM. The email content ...
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19 views

Civirules - action = update custom field

Is it possible to update a custom field through Civirules? I wish to update a value in customfield-2 if an individual has a specific value in customfield-1...but cannot find an action that relates to ...
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0answers
6 views

Can Civirules Update contribution part of a refunded event payment?

Our event organiser does not have access to contribution section. Since paypal does not support auto update for refunded payment, we need to manually update the payment details on civicrm event & ...
3
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1answer
25 views

How to stop Mailing Queue from civirules?

By mistake I have turned on a settings in civirules that it keep sending email repeatedly. I have removed the criteria from civirules but it seems mails are still being sent through "Scheduled mail ...
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1answer
70 views

Using CiviRules to send email when setting up a Direct Debit

We noticed there was a delay of about 6 days when a new member signs up using GoCardless before their membership is current and they receive the usual 'Thank you' email so we've only set up a Rule to ...
1
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1answer
20 views

Conditions and Action disappeared from Civirules during upgrade

I found that the actions weren't happening in Civirules and on investigation I found that all the conditions and actions were no longer there. I'm assuming that this happened during an upgrade where I ...
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1answer
26 views

What does this civirule error message mean? Not a valid action, action class is missing

I'm trying to add a rule that will send an email after a profile form is completed. The trigger is Added to a Group. The condition is the group created by the profile form. When I try and select ...
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1answer
19 views

How to hardcode the unsubscribe /optout URL in a transactional email?

I would like to send a transactional email with unsubscribe/opt-out url included. It usually gets triggered by civirules when the person gets added to a group. when email is sent the unsubscribe url ...
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1answer
21 views

CiviRules Trigger:Contribution is Added not working for Online Payments

I've created several rules that assign a contact subtype to contacts depending on their level of donation. The trigger I am using is "Contribution is added". The rules function correctly if a ...
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0answers
16 views

CiviRules email says it's been delivered, but it hasn't delivered / says it's from “Unknown Sender”

Using: CiviCRM 5.10.4 Drupal 7.65 E-mail API (org.civicoop.emailapi) 1.19 API v4 (org.civicrm.api4) 4.3.0 CiviRules (org.civicoop.civirules) 2.5 I've just input a new CiviRule with the following ...
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1answer
46 views

CiviRules - to trigger a Mosaico templated email (with CiviMosaico extension)?

Is it possible to trigger sending an email based on a Mosaico template (using the CiviCRM - Mosaico extension?). I'm guessing not, but thought maybe someone had done it, or had a workaround. Thanks! ....
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0answers
45 views

Need help with CiviRules Custom Action

Drupal 7.63 Civi 5.4 I have a Drupal webform for my contribution page and I want to allow donors that select "Is Recurring" the option to set the number of months for it to recur. So I have a ...
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0answers
21 views

How to create a Civirule?

I've got a couple of custom fields to track an accreditation process. The first is a simple yes/no and the second is a date field. When the first gets set to yes, ad a date is entered in the second, I ...
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0answers
22 views

Why am I receiving “This page isn't working HTTP ERROR 500” after installing CiviRules?

I am interested in using CiviRules to automate some processes within CiviCRM. I am using CiviCRM 4.6.6 and installed CiviRules 2.4. When I went to add a rule clicking Next from the first CiviRules ...
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1answer
33 views

Help adding an Action in CiviRules

I trying to add an Action in CiviRules. I am trying to follow the API add instructions. Here is what I did 1. Copied the file org.civicoop.civirules/CRM/CivirulesActions/Activity/UpdateStatus.php (...
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0answers
33 views

How can I send an event-specific PDF certificate to participants via email?

Using Civirules and the PDF Creation API extension I can send an email with an attached PDF containing tokenised content to a contact based on a specified trigger and conditions. What I want to do is ...
2
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4answers
57 views

Alert Admins when changes are made?

If someone with access to the Civi dashboard makes a change to any contact information, is there a way to send an email alert to the site Administrators? Civi 5.2 WordPress 4.9 ***ADDITIONAL INFO ...
2
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3answers
37 views

Is a Scheduled Reminder possible when something doesn't happen?

A client has asked that an email or SMS reminder be sent if a user fails to submit a weekly report. The weekly report would be created as an activity - for example, by noon every Friday. I can't ...
1
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1answer
19 views

CiviEvent: possible to trigger an email to event organizer when participant count reaches a certain number?

I'd like to be able to notify organizers when a certain number of participants have registered. I don't want to shut down registration or offer a waiting list to participants, I just need the staff ...
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1answer
128 views

Civirules: how to move contact into NEW group XX days after added to group

I want to automatically move Contacts from my "New Organizer" group to my "Active" group 90 days after the Contact is ADDED to the "New organizer" group. I have created a pipeline to track the stages ...
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0answers
32 views

Debugging CiviRules Error

I am getting the error triggered by CiviRule and the error can be seen from the CiviRule Logger below. This rule is triggered when a new contact is created. This rule works if I create the contact ...
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1answer
106 views

Send PDF email through CiviRules

I am having trouble using CiviRules to send PDFs automatically using PDF API for CiviCR. Namely, when I create condition and I need to add action Send PDF there is to email parameter. I want this to ...
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1answer
56 views

How to copy a Custom Field in a related Contact's Custom Field?

I use a Webform to register both Parent and related Children to an Event. I would like them to share a common Participant Custom Field information : this does not seem possible, since each ...
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2answers
24 views

How to setup cron trigger in CiviRules extension

How can i set the trigger event to be a daily cron on memberships? Goal is to check all memberships that has status pending for more than 40 days, if yes then change status to expired. I understand ...
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1answer
41 views

How to update a sequence email created by CiviCRM?

I'm using WordPress 4.9.8, CiviCRM to 5.4.0, CiviRules 2.1 and E-mail API 1.17.2 I've created a sequence email by CiviRules by steps: Step 1: After user added to a group G, send email 1 Step 2: ...
2
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1answer
24 views

CiviRules - where is the data stored in the database? - backdating

I've got a CiviRule that triggers when a membership is added and is delayed by 3 months, but i want to back date it for existing memberships, ie any membership less than 90 days old (if it was 88 days ...
1
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1answer
60 views

Some tokens not work with CiviRules 2.1 and E-mail API 1.17.2?

I'm using WordPress 4.9.8, CiviCRM to 5.4.0, CiviRules 2.1 and E-mail API 1.17.2. I've created a Rule that send email to contact when added to a group. I've used some token here https://docs.civicrm....
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1answer
53 views

Solved: CiviRules 2.1 and CiviVolunteer 4.7.31-2.3.1 not working with CiviCRM 5.4.0

I'm using WordPress 4.9.8 and I've upgraded our CiviCRM to 5.4.0. After that CiviRules 2.1 and CiviVolunteer 4.7.31-2.3.1 seem not working. 1. CiviRules 2.1, when click New rule, it backs to CiviCRM ...
4
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2answers
97 views

Trouble adding custom CiviRule action

I'm running into some trouble adding my own CiviRule action. I've been able to add the action to the civirule_action table and confirmed it's showing up in the list of actions in the UI. Whenever I ...
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1answer
50 views

CiviRules Issue with Smart Groups

I am trying to use CiviRules to give a membership to contacts automatically when a contribution is added. I have a Membership smart group to filter members and non-members but getting an error when ...
4
votes
1answer
60 views

Civirules send sms not working

wordpress 4.9 civi 5.22 civirules 2.1 SMSAPI 1.5 No activity is added and no sms is sent And this question doesn't meet quality standards so I'm adding some more text Provider is clickatell. I can ...
0
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1answer
49 views

Civirules can't add activity parameter “CiviCRM_API3_Exception: ”Expected one OptionValue but found 2

wordpress 4.9 civi5.22 civirules 2.1 Add an action "add activity to contact" Then try to add condition (ie activity type) produces error ""CiviCRM_API3_Exception: "Expected one OptionValue but found ...
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1answer
41 views

Cant install extension E-mail API 1.17

wordpress 4.9 And recently upgraded to civicrm 5.22 CiviRules 2.1 Was working fine with older civirules and E-mail API 1.10 this is the error CiviCRM_API3_Exception: "Could not find the SQL file....
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1answer
31 views

Fatal DB query syntax error on rules search - Civi 5.0.0 and recent Civirules

I have 7 rules set up to help automate membership management. All are tagged with the same tag and all but one are active. WHen I search by tag or for all rules I get the correct result, but when I ...
2
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1answer
29 views

The action Remove contact from group not working in Civirules

I'm using CiviCRM 4.7.23 version.Using civirules, For the trigger-"Contact of any type is restored" , Action -"Remove contact from group" .If any contact is restored from trash, it should be removed ...
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1answer
25 views

CiviRules - Configuring a rule to grant a point for each month that a contact has an active membership

We are running CiviCRM 4.7.12 on Wordpress. We have a number of donors who have an active membership. They contribute monthly towards the membership. We have CiviPoints and CiviRules installed. We ...
1
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1answer
37 views

CiviRules - cannot assign a tag inside a tag tree

When I try to add an action to Add a tag that is within a tag tree, none of those "sub-tags" show up. If I have to move all sub-tags that I have up to the top level in order to make this work, this ...
2
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1answer
96 views

Add CiviRules action

I am starting to experiment with civirules, and it looks like it's going to help a lot for automated workflows. There are some actions that are missing and am interested in playing to add more. ...
1
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2answers
69 views

CiviRule Minute Delay not working

I've created a few rules with CiviRules that trigger an email. They all work perfectly as long as I don't add a delay. I've tested adding a 1-minute delay with different types of rules but the email ...