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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9 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
15 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
15 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
15 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
14 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
36 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
36 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
16 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
18 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
28 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
26 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 ...
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4answers
56 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 ...
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3answers
34 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 ...
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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
52 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
30 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
88 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
45 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
21 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
34 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: ...
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1answer
22 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 ...
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1answer
52 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
48 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 ...
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2answers
74 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
32 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 ...
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1answer
46 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 ...
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1answer
45 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
37 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
30 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 ...
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1answer
28 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
23 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 ...
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1answer
32 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
74 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. ...
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2answers
61 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 ...
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4answers
149 views

How to enable email sending in CiviRules

I've installed the Email API for CiviRules, but nothing about emails is showing up under actions in CiviRules. Have tried uninstalling and reinstalling, but no change. Is there another step that I ...
2
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1answer
25 views

Send mail when my grant status has been changed

I am try to send mail when grant status has been changed. For this I am using CiviRules . I create a rule Trigger(Grant is changed). Then I try to add my status condtion but not find it. Can anyone ...
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1answer
33 views

Adding defaults for custom field - dependant on encounter medium civiCase/rules

Trying to speed up data entry in back end, by pre-filling 4 custom fields in the case, using rules, the defaults would vary based on encounter medium. I can only seem to update the case status using ...
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2answers
52 views

Email a user when they are assigned as case manager?

Can anyone advise on the best way of sending an email to a newly assigned case manager/advisor? (ie to a specific case relationship when it is first made) I've looked at the civirules extension but ...
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1answer
28 views

Bulk move contacts to new group after message sent

I would like to set up a workflow that will automatically bulk move contacts out of Group A and into Group B after an email is sent to Group A. Is this possible?
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2answers
41 views

CiviRules prevents adding new contact

I am having problems with CiviRules preventing a contact being added to a group. I have a contact form where people request information, and the person is added to group "web contacts". This works ...
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1answer
70 views

Set value of one field based on another field

I've seen a couple of answers to similar questions (e.g. How do I set the value of external_id to be the same as a custom field? and Membership fee based on custom field). What I want to do is change ...
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0answers
38 views

API Error when saving permissions

We are on civi 4.7.22 and Wordpress 4.8.22 We attempting to save permissions in Users and Permissions. I get this Error at the end of the process " Sorry but we are not able to provide this at the ...
4
votes
1answer
61 views

Does CiviRules work with smart groups?

I've tried to create a rule where an email gets sent when a contact is "added" to a smart group. By "added" I mean the condition that smart group is based upon is met. As far as I can tell it doesn'...
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1answer
43 views

Email sent via CiviRules removes unsubscribe token from email template

I tested an email template via CiviMail and the unsubscribe link works and the HTML shows it. In the source it comes up as <a href="{action.optOutUrl}" style="text-decoration: none; color: #...
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1answer
45 views

CiviPoints - Basics on how to configure and use this extension

I need some basic guidance on configuring CiviPoints and using it. I have installed already on our Wordpress site. But I don't see any simple guide on how to set it up and use it. Simple example with ...
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2answers
68 views

CiviRules opens strange window after disabling rule

I'm experiencing strange behavior of CiviRules v1.12 (CiviCRM 4.7.14.) If I disable a rule, an unrelated window pops-up. In this case, Fundraising call report. Why should it open a report, if I ...
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2answers
60 views

Send an Email When Tag is Applied - or When Added Automatically to a Smart Group

I'm looking to set up a series of drip emails once a contact is tagged. Unfortunately, the rules around tagging are convoluted to the point where I'm afraid to use them since I have the potential to ...
3
votes
1answer
80 views

How to troubleshoot CiviRules triggers?

I have just installed CiviRules 1.12 on CiviCRM 4.7.14. I tried to create a few simple test rules, but none of them worked. I suspect I might have to look for solution somewhere else. Trigger: ...
2
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1answer
48 views

Error when creating new Case: One of parameters (value: ) is not of the type Integer

I have set up some new Case types and it was all working fine until a user tried to create a case and got the above error, this is happening for all case types now and seems to be being generated by ...
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0answers
31 views

CiviRules “Fatal Error” (4.6.22, WordPress)

We'd like to use and contribute to community development of CiviRules. However, after install, we cannot get a simple test rule working. For example: Trigger: "When Contact of Any Type is Added" ...