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.
203
questions
1
vote
1
answer
48
views
CiviRule based on "Activity Date reached" - how to stop it triggering an email every 24 hours after that date
LINKED TRIGGER: Activity Date reached ; Activity with type XX AND Status XX
Action is to then send an email. So for someone with eg 3 July, we want an email sent on 3 July.
Excellent.
But it then ...
- 28.4k
0
votes
0
answers
11
views
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 ...
- 2,615
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 ...
- 59
2
votes
2
answers
74
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 ...
- 127
2
votes
2
answers
41
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 ...
- 21
1
vote
1
answer
56
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 ...
- 353
1
vote
1
answer
22
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 ...
- 353
1
vote
1
answer
25
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 ...
- 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 ...
- 145
1
vote
0
answers
32
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 ...
- 31
0
votes
0
answers
30
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
- 31
1
vote
1
answer
32
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 ...
- 31
1
vote
2
answers
49
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 ...
- 2,053
1
vote
2
answers
57
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 ...
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 {...
- 185