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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2
votes
1answer
27 views

Minute as a time unit for scheduled reminders

Right now the smallest unit is the hour, so I can schedule a reminder 1 hour before or after something. What do I do if I wanted to send a reminder 30 minutes before something? Is this possible right ...
4
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1answer
20 views

How can I automatically turn off civirules after a given period?

I have a rules that should perform action only until a certain date. What would be the best way to handle this situation so that after a given date the specific rule would be turned off automatically? ...
2
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2answers
31 views

Why isn't there a CiviRules action to change membership status?

As per the title: why isn't there an action in CiviRules to be able to change membership status i.e. from active to cancelled? This seems like something a lot of people would use. Is anyone working on ...
2
votes
1answer
19 views

Can a CiviRule trigger off a Contribution Custom Field entry?

We have a custom profile "Other Details" that is for Contributions. When someone inputs information into the custom fields, I would like to trigger a Civi Action to do something with that ...
2
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0answers
13 views

How to add and remove tag based on the value of a custom field using civirules

I have a YES/No radio Custom field for individual. When the custom field is set to Yes, I would like to tag the contact. And when NO is selected, I would like to remove the tag. I have managed to ...
3
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0answers
39 views

Is there a way to sell numbered tickets, e.g. for a raffle?

We would like to sell numbered tickets for a raffle. According to the regulations we need to meet, we have to sell tickets that have unique numbers from a predetermined set (e.g. we have tickets ...
1
vote
1answer
55 views

CiviRule triggers 2Xs

I have created a CiviRule that Triggers on "Email address is added" with a linked condition of "Field Value Comparison Email.is_primary = 1" It is triggering and the action is ...
0
votes
1answer
18 views

CiviRules: Is there a trigger that can be used if a groupcontact is deleted?

The trigger "Contact is removed from Group" doesn't fire if the groupcontact is deleted (and not removed). Is there a trigger, that can be used to react on the deletion of a groupcontact?
2
votes
3answers
39 views

How to get a CiviRule to fill in a custom field upon a webform submission?

We have a Drupal 7 website that we are having users submit a webform on. When a webform is submitted it is assigned a unique ID. This ID used to generate a PDF to view the webform results and is ...
0
votes
1answer
26 views

CiviRules not triggering event reached date

The user wants to send a recurring email - twice a week on successive days. So I set up a recurring event and then added a CiviRule with the trigger 'Event date reached'. The event didn't trigger ...
2
votes
2answers
29 views

Can Civirules differentiate between 'pending' and 'added' group status?

I'm using Civirules to assign tags to members who add themselves to a group via public webform using the Linked Trigger 'Contact is added to group,' but the group requires double opt-in. Civirules ...
1
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0answers
18 views

Share development costs in order to have multiple PDF in Civirule

Who could be interested to share the funding for the extra development needed to send multiple pdf with one CiviRule? Let's say you have a new member and you want to send him/her one welcome message ...
1
vote
1answer
29 views

CiviRules - What does 'Compare with original value (before the change)' do?

There is a checkbox for the field value comparison that is Compare with original value (before the change)? What functionality does this do? I looked at the docs (https://docs.civicrm.org/civirules/...
1
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1answer
25 views

CiviRules - triggers, but no mails sent

Similar to CiviRules triggers, but fails to send email, but I've not seen a resolution there. For the past ~year, have had CiviRules sending my DRIP email campaign, along with a couple of tag setting ...
0
votes
1answer
20 views

Compare fields in CiviRule?

Is there a way to compare Fields in CiviRule? I need a rule that adds a relationship based on the identity of a field. Something like "compare if new contact has an external ID that already ...
1
vote
1answer
19 views

How to use the new Pdf.Createmulti in CiviRule?

Since version 2.9 recently released it is now possible to send multiple PDF but I can't find the option when setting a CiviRule 2.16? I can just select 'Send PDF' but then there is no way to select ...
2
votes
1answer
43 views

Can CiviRules assign an activity?

I am successfully triggering on "Activity is added; Trigger for Activity Source" and updating the status of the activity. Now I need to assign the activity to the Source contact in the ...
0
votes
1answer
21 views

How can I link E-Mail greetings/Postal greetings to “formal” or “informal” communication style?

is there a way to link a defined E-Mail greeting or Postal greeting if the communication style "formal" or "informal" is selected? I thought it could work with CiviRules but we don'...
0
votes
1answer
16 views

How do I isolate the amount of a recurring contribution in CiviRules?

I want to use CiviRules to add new recurring donors to a group when they sign up, depending on how much they give per month. I could set up the trigger to look at the value of each new contribution, ...
0
votes
1answer
22 views

Adding contacts to group after receiving mail from them

Say, for example that I want to divide my contacts into two groups, an active group (contacts from whom I've received a mail in last few months) and an inactive group (countacts from whom I haven't ...
0
votes
2answers
63 views

CiviRules triggers, but fails to send email

I'm using CiviCRM 5.18.4 on WordPress 5.4.1. I have been successfully using CiviRules to send a welcome email when a contact adds a (pending) membership. Now, I have created a rule that is ...
2
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0answers
27 views

CiviRules and deprecated CRM_Core_OptionGroup::getValue

Using CiviRules 2.14.1 to process inbound SMS messages. It is driving the warning below in the log. This 2.0 blog refers to removing calls to deprecated CRM_Core_OptionGroup::getLabel, but I can't ...
1
vote
1answer
30 views

“Failed to execute rule” - Civirules error, How to solve?

I have a set of civirules in places, when a contact is tagged it should send a welcome email. But I am keep receiving the following error message in log and welcome email is not sent. It happens for ...
2
votes
1answer
32 views

Can CiviRules add a contact to an event?

I've had a situation where we needed to offer a recurring payment possibility for an event. Hmmm... This is not at all native to CiviEvent as far as I can see. (I looked into using Webforms, as well ...
1
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2answers
25 views

Problem with CiviRules 2.13 Field Value Comparison

I am running on CiviCRM 5.21.1, and have just upgraded CiviRules from 2.11 to 2.13. I have several Rules which test for the Type of a Contact by using e.g. "Field Value Comparison Contact....
1
vote
1answer
40 views

Can we be notified when civi recieves an SMS?

I would like to know if there is a way users can be notified when a client replies to a text that has come from Civi. Our system is currently receiving SMS that have been sent to civi, but the only ...
1
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0answers
18 views

How to email admin to notify of a scheduled activity

Apologies if I have missed a completely obvious bit of documentation. I want to automatically send an email to our admin users if they schedule a phone call for a later date. Eg, if an admin user ...
1
vote
2answers
87 views

CiviCase + CiviRules + Tokens

I would like to trigger an email to a particular Role on a Case (not the Client) when a Case Status is changed. Is this possible? I've added the CiviCase Tokens Extension, and I can create a message ...
2
votes
3answers
59 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 ...
0
votes
1answer
27 views

Bulk email sent to group of contacts after new contact added to CiviCRM

We have a couple of sites that offer volunteering directories. External organisations post opportunities and members of the public can view and apply for those opportunities (a massive tangle of ...
1
vote
1answer
34 views

Custom emails automatically generated based on participants filling in drupal forms

Hi to all and thanks in advance. I'm on Drupal 7 and Civi 5.20.2. I have the CiviRules and EmailAPI (CiviCoOp) extensions as well as Mosaico. We have participants to our events that apply for ...
0
votes
1answer
26 views

ValueComparison null error when adding 'Last contribution is more than n days ago or is n days ago' as condition

I'm trying to set up a rule in CiviRules that will send an e-mail n days after a contribution was made. When I try to save the condition parameters I get an error message. Can anyone confirm that ...
2
votes
4answers
88 views

Assign all contacts created by a user to one group automatically?

Just what it says in the title. I have an issue with ACL where the user that has access to only one group creates a New Individual (through civicrm) winch then they do not have the access to. My ...
2
votes
1answer
43 views

How can our users request an email with the contact.checksum links?

I am using CiviCRM 5.18.4 with WordPress 5.3.2. We considered having our contacts all become WordPress Users, but decided to go the route of allowing folks to view and update their own contacts, or ...
1
vote
1answer
28 views

File location for new CiviRules Action

I have written a new CiviRules Action and added the entry to the database but I don't know where to put the php file. I have read all the documents I can find but I can't find any information about a ...
1
vote
1answer
91 views

Civirules send email

Hopefully I am just missing something. I use CiviCRM Version 5.18.4 for WordPress, and I am not a programmer. I read about CiviRules, and in the documentation, (https://docs.civicrm.org/civirules/en/...
1
vote
2answers
53 views

Multiple PDF in one CiviRule

Is it possible to generate and send several .pdf files with CiviRules "send PDF" function? I want to send an invoice and a certificate that have different templates. I could send several emails but ...
1
vote
1answer
40 views

Rule to Cancel Membership After Certain Number of Events Attended

I'm new to CiviRules. I have a membership type that I want to be an event based membership in that I want users to users to be able to attend 5 events and then their membership is cancelled. I guess ...
1
vote
2answers
50 views

Can't find my extension option under administer>System settings

I installed CiViCRM on WordPress and imported a Drupal CiViCRM database into it. everything seemed to work well. Just that I'm getting few errors such as Unknown extension: org.civicoop.civirules. ...
1
vote
2answers
21 views

Auto-register people for events based on membership

We are going to introduce a new tier of membership to our organization that gives people unlimited access to certain category of events. So the event would typically cost $X, but if you are a member, ...
1
vote
0answers
28 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 ...
4
votes
2answers
42 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 ...
2
votes
1answer
40 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: ...
0
votes
1answer
27 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 ...
2
votes
0answers
58 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 ...
1
vote
1answer
26 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.
1
vote
2answers
55 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 ...
2
votes
2answers
101 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 ...
2
votes
2answers
31 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 ...
2
votes
2answers
95 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 ...