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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.

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Available triggers for CiviRule 'Update membership status'

I'm trying to use the recently added 'Update membership status' action in CiviRules but every trigger related to 'contribution' appears to not be compatible and I get this warning This action is not ...
Guillaume Sorel's user avatar
1 vote
1 answer
13 views

CiviRule: Add a relationship between triggering contakt and data filled in a reference field

I would like to use CiviRule to create a relationship after a contact has been entered in a contact reference field. The A-side of the relationship should be the contact for which the data was entered ...
Gregor's user avatar
  • 59
2 votes
2 answers
69 views

I seem to have lost the add rule menu item for CiviRules

I have been looking to update my CiviRules, and add new, but I can’t find the Add rule menu item under CiviRules. I have searched the Civicrm_menu table in MySQL, and it is missing, can someone help ...
Dan's user avatar
  • 107
2 votes
2 answers
40 views

Restricting editing and deleting an activity

I want to create an action in extension without form processing, which will restrict editing and deleting the activity of a contact after activity status is changed to 'Completed'. Please help me. I ...
user17427's user avatar
1 vote
1 answer
53 views

How to send a notification email to a group when a form is submitted

I have a form with an individual (the logged in user), an organization (can be new or existing), and a grant (will be a new grant created on submission). The form works fine... I want to send an email ...
Daniel Strum's user avatar
1 vote
1 answer
21 views

Using CiviRules to send SMS via Twilio

I have the Twilio extension installed and working for sending individual SMS messages. However, I don't see any way to trigger an SMS message via CiviRules. Has this not been developed or am I missing ...
Daniel Strum's user avatar
1 vote
1 answer
22 views

Categorize contacts automatically created from inbound emails

Would it be possible to set Civi that contacts which were created from inbound emails will be of a certain type? Or added to a certain group? A tag will be added to it, to allow a rule to catch it an ...
Itamar's user avatar
  • 31
1 vote
1 answer
46 views

Saved rules not showing

I have activated the CiviRules extension and created a workflow. It says it saved however the screen is empty when I go to Manage CiviRules. No filters selected it's just a general search. I checked ...
Mary's user avatar
  • 145
1 vote
0 answers
30 views

Email reminders for a case

I’m using Civi 5.68.1 on WP. I want to create auto reminders for the case ahead of a deadline, which is stored as a custom field on the case. I assume Scheduled Reminders would have been the obvious ...
Itamar's user avatar
  • 31
0 votes
0 answers
29 views

CiviRule delay is not working

I've set up a new rule. When I'm testing it without a delay, it works as expected. But when I set a delay, it doesn't seem to be executed. What am I doing wrong? Thanks
Itamar's user avatar
  • 31
1 vote
1 answer
31 views

CiviCase Timelines based on specific values of fields

I’m new here, so sorry if I’m asking something too obvious, but I couldn’t find an answer in Civi manual to it. The manual stats that “…if one of the activities in your standard timeline is a medical ...
Itamar's user avatar
  • 31
1 vote
2 answers
48 views

Ncn-civi-zoom or ZoomZoom?

Exploring a possibility of Zoom.us integration. There are quite a lot of search results to read, however in 2023, which of the extensions has, in your opinion, smoother integration experience? It ...
yurg's user avatar
  • 2,053
1 vote
2 answers
54 views

Email drip campaign with CiviRules

We are interested in creating periodic emails for contacts in specific groups. If the contact is in group X, then every month, they should receive the next email in the flow. At the end of the set of ...
richardsplayground's user avatar
0 votes
0 answers
18 views

CiviRules, "Relationship change" trigger: how to retrieve the relationship type to show when I send an email

I created a rule triggered when "Relationship is changed". I'd like to send an email stating the relationship type. For example: The relationship {relationship_type_id:label} between {...
masetto's user avatar
  • 183
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40 views

Custom logic for fields using CiviRules

This question is referring to the same example found here: Custom logic for fields One of the requirements for a project was for the system to generate a unique ID for each of the members coming in. ...
Ryan How's user avatar
1 vote
1 answer
41 views

Add civirule for Chasse

I'm trying to configure Chasse for some automated email campaigns for new supporters. I understand I need to add a new CiviRule action (we installed Chasse after CiviRule but it has added a new rule ...
Cozy4907's user avatar
  • 487
1 vote
2 answers
104 views

CiviRule condition base on contribution page?

I'd like to send users a notification email when someone donates from a specific contribution page - is this possible? I don't see contribution page in the list of condition options in CiviRule.
erin's user avatar
  • 271
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1 answer
50 views

CiviRules "Update Date Value" - I cannot select any source or target field

I am trying to create a Civi rule that will be triggered by "Membership is changed" and then set the end date of this membership to a new value. (This rule is needed as a workaround for ...
emma's user avatar
  • 493
1 vote
1 answer
43 views

Automatically renew Free Membership

We have 3x Membership types, two paid and the other free. All appear on the same signup form. When a free membership is created, the auto-renew flag is set correctly, and a Recurring Contribution is ...
ben_fairless's user avatar
1 vote
1 answer
59 views

JSON syntax to set custom date field with current date/time using a civirules action

In a civirules action I would like to set a custom participant field to the current date/time using the action 'Set Custom Field on any entity' What json can I use for current date/time to set a ...
Richard van Oosterhout's user avatar
0 votes
1 answer
34 views

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 ...
kathc's user avatar
  • 125
1 vote
1 answer
55 views

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 ...
shibetpc's user avatar
0 votes
1 answer
23 views

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 ...
mplh's user avatar
  • 121
3 votes
1 answer
96 views

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 ...
gillenpj's user avatar
  • 171
0 votes
0 answers
15 views

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 ...
Lars SG's user avatar
  • 4,083
0 votes
1 answer
52 views

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 ...
gillenpj's user avatar
  • 171
0 votes
2 answers
21 views

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 ...
erin's user avatar
  • 271
1 vote
1 answer
57 views

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 ...
erin's user avatar
  • 271
0 votes
1 answer
45 views

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 "...
erin's user avatar
  • 271
1 vote
1 answer
38 views

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 ...
erin's user avatar
  • 271
0 votes
1 answer
37 views

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 ...
SandJT's user avatar
  • 161
1 vote
1 answer
79 views

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 ...
Rainer's user avatar
  • 11
0 votes
1 answer
53 views

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 ...
Lars SG's user avatar
  • 4,083
1 vote
1 answer
23 views

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 ...
SandJT's user avatar
  • 161
1 vote
0 answers
25 views

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 ...
lcdservices's user avatar
3 votes
2 answers
82 views

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/#...
Tom Rosenbloom's user avatar
1 vote
0 answers
29 views

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 ...
Craig Almond's user avatar
  • 2,037
0 votes
1 answer
67 views

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 ...
Tapash's user avatar
  • 3,004
2 votes
1 answer
120 views

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 ...
Dan's user avatar
  • 107
1 vote
0 answers
21 views

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 ...
Iowa Boy's user avatar
  • 2,388
0 votes
0 answers
11 views

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, ...
Joanna S's user avatar
2 votes
2 answers
104 views

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 ...
Hilary Caws-Elwitt's user avatar
1 vote
1 answer
26 views

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 "...
6jam's user avatar
  • 31
0 votes
1 answer
31 views

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 ...
David Hyman's user avatar
1 vote
1 answer
23 views

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 ...
user13047's user avatar
0 votes
1 answer
18 views

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 - ...
Jacob's user avatar
  • 1
1 vote
1 answer
58 views

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 ...
Iowa Boy's user avatar
  • 2,388
2 votes
0 answers
39 views

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 ...
dom's user avatar
  • 21
0 votes
1 answer
43 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 ...
Pierre François's user avatar
0 votes
2 answers
50 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 ...
Anass's user avatar
  • 93

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