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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.

2
votes
0answers
15 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
votes
4answers
47 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
votes
3answers
24 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
vote
1answer
15 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 ...
0
votes
1answer
19 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 ...
3
votes
0answers
26 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 ...
4
votes
1answer
66 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 ...
0
votes
1answer
27 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 ...
0
votes
2answers
16 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 ...
0
votes
1answer
32 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: ...
1
vote
1answer
20 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
vote
1answer
33 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....
1
vote
1answer
41 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 ...
3
votes
2answers
51 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 ...
0
votes
1answer
28 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
35 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
votes
1answer
38 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 ...
0
votes
1answer
31 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....
2
votes
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 ...
2
votes
1answer
24 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 ...
1
vote
1answer
20 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
vote
1answer
28 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
votes
1answer
61 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
vote
2answers
56 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 ...
4
votes
4answers
126 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
votes
1answer
23 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 ...
0
votes
1answer
25 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 ...
5
votes
2answers
44 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 ...
0
votes
0answers
29 views

Why is CiviRules in the main menu instead of the administer menu?

I have installed CiviRules 1.14 on Drupal, but I don't view CiviRules item in Administer menu. I view it on main menu after Support. Why? Thanks
1
vote
1answer
24 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?
1
vote
2answers
38 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 ...
1
vote
1answer
49 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 ...
1
vote
0answers
34 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
56 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'...
1
vote
1answer
39 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: #...
1
vote
1answer
42 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 ...
1
vote
2answers
67 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 ...
3
votes
2answers
52 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
76 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: ...
3
votes
1answer
43 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 ...
1
vote
0answers
28 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" ...
2
votes
1answer
31 views

How to send a contribution receipt through a text message when receiving a donation

I would like to know if it is possible to send a text confirmation message or a WhatsApp when we receive a contribution from a donor.
1
vote
1answer
77 views

How to remove contact from group using CiviCRM Entity and Drupal Rules

It seems like it should be possible to use Civicrm Entity and Rules to remove a contact from a group, but I don't know how to fetch and change the status of the contact in the CiviCRM Group. The best ...
1
vote
0answers
24 views

Is it possible to send an email when a person's birthday falls on a certain day of the week?

I would like to configure Civi to email someone when a contact has a birthday on a certain day of the week (Sunday, in fact). The only way I can see is to use CiviRules, but that seems to demand ...
1
vote
1answer
84 views

Sending SMS on event registration

We'd like to send an SMS with the event title, start time and info page to contacts who've been registered to attend an event. Theoretically, we should be able to do this with scheduled reminders, ...
0
votes
1answer
25 views

What is the API for class CRM_Civirules_TriggerData_TriggerData?

I only manage to get the value of contactID from my processAction using the variable of class CRM_Civirules_TriggerData_TriggerData using getContactId(). I would like to know if I am able to get ...
1
vote
1answer
48 views

How to trigger creation of an Activity based on a Contribution being Completed - via CiviRules

The goal is that when a Contribution is Completed then an Activity is created for a Thank You Call. I tried doing this with 'Contribution is Added' trigger, and setting Contribution Status is ...
1
vote
1answer
29 views

How to code a handler for <action> HTTP requests?

I've managed to add a tab to "My Contact Dashboard". The way I did this was by adding my extension using civix and then a hook_civicrm_tabset hook to my extension. Now, the URL that my tab button is ...
1
vote
1answer
142 views

How to pass field data from a Drupal node to the CiviCRM contact record of the author

I have a scenario where site users are able to create content in Drupal. Let's assume they will only ever create one node. Their details are in CiviCRM already since they have a Drupal user account, ...
1
vote
2answers
34 views

How do I connect a Drupal content type to CiviMail? CiviRules?

I'm still getting my head around CiviCRM, and also only have admin access (but not sftp) so if I need to get into the code I'll have to ask our external support team. I want to be able to take the ...