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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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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26
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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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17
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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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36
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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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44
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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 ...
- 149
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19
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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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34
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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 ...
- 120
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17
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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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40
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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 ...
- 2,463
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21
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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 to trigger email to event responsible?
With the usage of CiviRules and the mail-API, it's possible to send an email (action) under certain conditions when an event date is reached (trigger).
In the setting of this customer, every event ...
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Why is CiviRule trigger "Event is Deleted" not firing?
I've tried a couple of custom actions with the "Event is Deleted" trigger, neither of which executed. Is this a known bug? Any advice for fixing the trigger?
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42
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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 ...
- 2,368
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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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25
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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 ...
- 11
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13
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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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34
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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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31
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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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34
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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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44
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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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38
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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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36
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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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10
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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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29
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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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70
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Saving CiviRules Rules
https://lab.civicrm.org/extensions/civirules/-/blob/master/README.md has a reference to "SAVE YOUR EXISTING RULES FIRST." I realize that regarded upgrading from 1.x but I'm interested ...
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25
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CiviRules Multiple rules per trigger - What happens?
When using CiviRules, what happens if two rules match a single trigger? Rule one says "if group X is added, filter matches X location, then send e-mail X." Rule two says "if group X ...
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43
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CiviRules not accessing 'Tags' after extension upgrade
Since the CiviRules extension was upgraded, the extension no longer has access to tags.
I had a dozen rules setup that assigned a specific tag when a condition was met. None of those existing tags are ...
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197
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CiviRules Action to add tags not working
Wordpress 5.6.1, CiviCRM 5.33.1, CiviRules 2.21
I would like to add a tag to a contact when a membership is added/renewed. I can select the action "Add Tag to entity", but I can't see any of ...
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38
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Can I use CiviRules to send a notification to the administrator when an email gets bounced?
Often when sending bulk mailings, a few addresses will bounce, for various reasons. these bounces are not very noticeable. In many cases the on hold flag doesn't get turned on, but in many cases it is ...
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2
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133
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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 ...
- 867
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27
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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? ...
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