13 votes
Accepted

civirules extension -- send an email, SMS or PDF actions not available

Those come in separate extensions. You'll need to install these: https://github.com/CiviCooP/org.civicoop.smsapi / https://civicrm.org/extensions/sms-api https://github.com/CiviCooP/org.civicoop....
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  • 1,507
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 ...
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  • 27.2k
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....
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  • 696
6 votes
Accepted

Notification of address change (for external accounting software)

Use a combination of smart groups, tags, CiviRules, and CiviReports. A. Create a Smart Group Use Search Builder to search for Contact :: Envelope # :: Not Empty OR Not Null OR > 0 From search ...
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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 ...
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5 votes

CiviCRM Rules extension

Big part of the "engine" of CiviRules is finished, with the rest being completed this month already. As with many other open source development, the rest is depending on funding. The extension then ...
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  • 2,231
5 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 ...
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  • 18.2k
4 votes

Could Civi or Drupal Rules be used to aggregate ratings for services?

You would do this with an extension. Check out the Summary Fields extension for inspiration. It's similar to your goal, just geared toward donations and event participation.
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  • 2,808
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 ...
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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 ...
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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?...
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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 ...
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  • 867
4 votes

Problem with CiviRules 2.13 Field Value Comparison

Try after applying patch from here on latest version of rules.
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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: ...
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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 ...
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  • 2,231
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 ...
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  • 3,157
4 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 ...
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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 ...
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  • 2,231
3 votes

Does CiviRules extension work on 4.6.x

We're using it on 4.6.x sites too and are in the process of adding extra things such as the ability to allocate campaigns. If theres anything in particular you'd like to do but cant maybe drop into a ...
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  • 2,396
3 votes

civirules extension -- send an email, SMS or PDF actions not available

As DaveFF mentioned, they are separate extension that enable the Email, PDF and SMS API's. Part of those extensions is to add CiviRules actions if it finds out you have CiviRules enabled in your ...
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3 votes

CiviCRM Rules extension

The CiviRules extension is not yet stable enough for common use. What we have developed so far is a framework for the rules. This framework is ready but what is missing are what we call Events (which ...
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3 votes

CiviCRM Rules extension

There is an inbuilt rules extension - which exposes some drupal rules (through the Drupal rules UI). You can enable that and it does work. However, it is more common to use the civicrm_entity module -...
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  • 1,920
3 votes
Accepted

How to notify CEO of large contributions?

You could install the extensions CiviRules and Email API. Then you could set up a rule, which triggers on contribution added. The condition should be contribution total amount larger then 10 000. And ...
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  • 2,231
3 votes
Accepted

Does CiviRules add/remove a contact to a Group based on Membership starting/expiring

Yes Pete, we have not worked on any conditions for membership status. We never had (and never will :-)) have the ambition of creating all sorts of Conditions. We have created the engine and the ...
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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 ...
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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 ...
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  • 5,589
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"...
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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 {...
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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!
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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' ...
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