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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1answer
19 views

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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1answer
11 views

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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10 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 ...
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37 views

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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12 views

How to specify a custom field checkbox option in 'Set Custom Field' action?

I wish to set up a CiviRule that sets a particular Mailing List Option on a Contact. I have a Custom Field that contains the 'Mailing List Options' Option Group, which displays as checkboxes. I can ...
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13 views

Failed to send email from smtp using civiRules

I'm happily using civiRules (together with the email API extension) to send mails based on rules.. It works great, except that mails get sent through my host provider (so I guess using the regular ...
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1answer
22 views

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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1answer
22 views

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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38 views

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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24 views

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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1answer
21 views

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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23 views

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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1answer
8 views

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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1answer
34 views

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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2answers
27 views

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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1answer
42 views

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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1answer
18 views

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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40 views

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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1answer
138 views

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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1answer
30 views

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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1answer
64 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 ...
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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? ...
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2answers
49 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 ...
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1answer
22 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 ...
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0answers
14 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 ...
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1answer
51 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 ...
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1answer
61 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 ...
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1answer
21 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?
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3answers
44 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 ...
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1answer
37 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 ...
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2answers
34 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 ...
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0answers
19 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 ...
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1answer
40 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/...
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1answer
37 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 ...
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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 ...
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1answer
20 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 ...
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1answer
48 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 ...
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1answer
24 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'...
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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, ...
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1answer
23 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 ...
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2answers
103 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 ...
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0answers
34 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 ...
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1answer
34 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 ...
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1answer
50 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 ...
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2answers
27 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....
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1answer
51 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 ...
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0answers
20 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 ...
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2answers
127 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
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3answers
71 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 ...
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1answer
28 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 ...