7 votes

Civirules send email

You need to also install another extension which is mentioned lower down on the introduction page: https://docs.civicrm.org/civirules/en/latest/#other-useful-extensions-and-modules You need the Email ...
Demerit's user avatar
  • 22.5k
6 votes
Accepted

Civi Rules to send an email

Yes you should be able to do this by specifying the amount, the period when that occured and then setting an Activity as assigned to you, which should itself then send you the email you require. The ...
petednz - fuzion's user avatar
  • 28.2k
6 votes
Accepted

CiviRules and CiviCRM 4.7

I'm in the same boat! Just about to install and enable as we need to trigger email to customer when they submit a profile from WordPress... UPDATE From initial testing it seems to work fine with 4.7....
Darren's user avatar
  • 751
6 votes
Accepted

CiviRules - where is the data stored in the database? - backdating

Be really careful of what you are doing. But the delayed actions are stored in the civicrm_queue_item database table. The column release_time indicates the date from which the action is going to be ...
Jaap Jansma - CiviCooP's user avatar
5 votes

Anonymous online membership renewal - member dues payment is recorded but how to extend the membership expiration date?

The membership status will be updated once the Contribution status is changed from Pending to Completed. Since you are using PayPal standard, a pending contribution will be created against the ...
Pradeep Nayak's user avatar
4 votes

How to troubleshoot CiviRules triggers?

I would as a test forget about the display message first, and start only with adding to and removing from group. I would expect those to work. I have just tested a rule on my CiviCRM 4.7.15 local ...
ErikH - CiviCooP's user avatar
4 votes
Accepted

Can I send automatic, scheduled e-mails about expiring or just-expired memberships?

Multiple scheduled reminders are already possible out of the box using the "Scheduled Reminders" feature. From the online book: Creating and managing scheduled reminders Scheduled reminders ...
Laryn's user avatar
  • 8,253
4 votes

CiviRules is not tagging users or adding them to groups

The first thing that strikes me is the trigger is "participant is added". That means it is only done for new participants, not for existing ones. Should it not also do this for changes to participants?...
ErikH - CiviCooP's user avatar
4 votes
Accepted

Assign all contacts created by a user to one group automatically?

As per Erik's suggestion I created a new condition. It will be included in the next version of civirules (2.12). If you would like to get it before the official release of the new version you can ...
Marko's user avatar
  • 867
4 votes

Problem with CiviRules 2.13 Field Value Comparison

Try after applying patch from here on latest version of rules.
Pradeep Nayak's user avatar
4 votes
Accepted

Can Civirules differentiate between 'pending' and 'added' group status?

You should add a Field Value Comparison condition. This lets you only fire the rule if a field has a certain value. For Condition Parameters set the following values: Entity: GroupContact Field: ...
Jon G - Megaphone Tech's user avatar
4 votes
Accepted

How can I automatically turn off civirules after a given period?

Depending on your Trigger in the rule, I would suggest just adding a time-based condition. If contribution, add criteria «Field Value Comparison» for «Date Received» and set the operator to less than ...
Flying's user avatar
  • 2,271
4 votes

CiviRules Action to add tags not working

Welcome to SE. I think this may be a bug with Civirules 2.21, where something has obviously changed as I now see the action "Add Tag to entity" rather than "Add Tag to contact which was ...
Mick Kahn's user avatar
  • 3,227
3 votes
Accepted

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

It seems CiviCRM takes the default page action, civicrm/contact/view/someaction?qstr seems to return the same as civicrm/contact/view?qstr Civi's router uses a fallback search. (The wisdom of this ...
Tim Otten's user avatar
  • 5,684
3 votes

Can civirules be triggered off a custom field of type date for eg Date equals Now

You are on the right track with using now in field comparision. See my Question and Answer here. trigger: daily trigger for group members condition: field value comparison for a date, datetime or ...
Alain Schaefer's user avatar
3 votes

CiviCRM Rules - Condition for contacts created X days ago

You may be able to achieve this already out of the box. Create a rule like this: Trigger: Contact added to group. Condition: Contact is in group "the one you want" Action: the desired action, with ...
Flying's user avatar
  • 2,271
3 votes

Email a user when they are assigned as case manager?

For sending a message to new case managers - I would suggest using Scheduled Reminders. Create a new group "Case Managers". Add all case managers to the group. Set a Scheduled Reminder on "Activity"...
Jon G - Megaphone Tech's user avatar
3 votes

How to enable email sending in CiviRules

You should try to clear CiviCRM's cache as mentioned in CiviRules' documentation : If you add your action as a a managed entity (which we think is a good idea) you will obviously have to do a {...
Olivier Tétard's user avatar
3 votes
Accepted

How to enable email sending in CiviRules

Updating https://github.com/CiviCooP/org.civicoop.emailapi to version 1.11 appears to have fixed this!
KarinG - Semper IT's user avatar
3 votes
Accepted

Add CiviRules action

great that you are trying to add your own actions! And great that you are sharing your exerience with the documentation here. If you added a .mgd.php file you will have to do a '/civicrm/clearcache' ...
ErikH - CiviCooP's user avatar
3 votes

Civirules send sms not working

That was the clue - put a five minute delay on the sms action - the condition is checked again and Voila the sms is sent. So perhaps this needs to be added to the docs. It might be only the action "...
LesleyJill's user avatar
3 votes
Accepted

Send PDF email through CiviRules

I ended up hardcoding it so it uses $contact['email'] instead of $params['to_email'] I am leaving it open for some time, if anybody has a better idea (or if I missed something obvious) UPDATE: The ...
Marko's user avatar
  • 867
3 votes

CiviRules - to trigger a Mosaico templated email (with CiviMosaico extension)?

My understanding is that it's not possible, because Mosaico doesn't currently support transactional emails, only bulk emails. I believe Veda is looking for funding from folks willing to sponsor ...
Jon G - Megaphone Tech's user avatar
3 votes
Accepted

How to stop Mailing Queue from civirules?

Rules run by delayed action should be in the civicrm_queue_item table. Please be sure not to delete any other rows that may be in there!
Jon G - Megaphone Tech's user avatar
3 votes
Accepted

CiviRules is not tagging users or adding them to groups

You are using the trigger "Event participant is added" and the participant status "attended", but if you have already added the participant as "registered" and then changed it to "attended" then this ...
Mick Kahn's user avatar
  • 3,227
3 votes

CiviRules action only after completed payment for new membership

I'm not quite sure what your workflow is, but I think you will need to use the "Membership is changed" trigger for when the payment is made and the conditions for status changes. If the status goes ...
Mick Kahn's user avatar
  • 3,227
3 votes

Assign all contacts created by a user to one group automatically?

You are correct that there is currently no condition to check if a contact was added by a specific user. It would not be too much work (estimate about 2 hours) to add that condition to CiviRules. It ...
ErikH - CiviCooP's user avatar
3 votes
Accepted

Custom emails automatically generated based on participants filling in drupal forms

The list of tokens you see when editing a template changes depending on where you're editing from. Unfortunately, CiviRules doesn't expose event/participant/contribution tokens in the drop-down - but ...
Jon G - Megaphone Tech's user avatar
3 votes

Send an email to activity targets when activity is created via the API

This will work in 5.24! As the new "tokenprocessor" functionality in core now has support for activity tokens. You'll also need a modified version of the emailapi extension https://lab.civicrm.org/...
Matthew Wire's user avatar

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