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
25 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
13 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
28 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 ...
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3answers
40 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
21 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 ...
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1answer
23 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 ...
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1answer
21 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
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4answers
75 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
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1answer
31 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 ...
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1answer
22 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 ...
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1answer
31 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/...
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2answers
36 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 ...
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1answer
29 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 ...
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2answers
42 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. ...
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2answers
18 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, ...
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0answers
24 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
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2answers
37 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 ...
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1answer
28 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: ...
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1answer
25 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 ...
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0answers
45 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 ...
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1answer
22 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.
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2answers
40 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 ...
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2answers
65 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 ...
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2answers
29 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 ...
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2answers
78 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 ...
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1answer
28 views

CiviRules update interfering with another plugin?

Yesterday, I updated the CiviRules extension to version 2.8, then did the database update. Immediately afterward, I began getting error emails each time the cron job runs. I have in place a hack to ...
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1answer
33 views

Certain Emails, not all are falling into SPAM

We have an install where on certain contacts if you send an email directly from the contact record it goes through correctly. If an email is triggered via CiviRules it goes to SPAM. The email content ...
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0answers
29 views

Civirules - action = update custom field

Is it possible to update a custom field through Civirules? I wish to update a value in customfield-2 if an individual has a specific value in customfield-1...but cannot find an action that relates to ...
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0answers
7 views

Can Civirules Update contribution part of a refunded event payment?

Our event organiser does not have access to contribution section. Since paypal does not support auto update for refunded payment, we need to manually update the payment details on civicrm event & ...
3
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1answer
25 views

How to stop Mailing Queue from civirules?

By mistake I have turned on a settings in civirules that it keep sending email repeatedly. I have removed the criteria from civirules but it seems mails are still being sent through "Scheduled mail ...
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1answer
74 views

Using CiviRules to send email when setting up a Direct Debit

We noticed there was a delay of about 6 days when a new member signs up using GoCardless before their membership is current and they receive the usual 'Thank you' email so we've only set up a Rule to ...
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1answer
24 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
30 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
23 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
21 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
19 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
54 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
58 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
21 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
38 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
47 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
44 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
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4answers
59 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
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3answers
41 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
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1answer
22 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
141 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
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0answers
34 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
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1answer
120 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
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1answer
65 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
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2answers
30 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 ...