Creation of Recurring Gift Power Automate

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Thomas Salvo
Thomas Salvo
Third Anniversary Facilitator 1
in SKY Developer General Discussions

Hello,

I was wondering if there was any plan to include Recurring Gifts in the “Create a gift” action. We recently moved from OLX to Zeffy (previously SimplyK) and was looking at a way to bring this information over through a webhook.

Currently doing this for one time donations just fine so figured I would check around. I may go the route of doing a custom connector through Power Automate, just wanted to check if this was on the roadmap?

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  • Glen Hutson
    Glen Hutson Blackbaud Employee
    Tenth Anniversary Kudos 3 Name Dropper Participant

    Thomas Salvo:

    Hello,

    I was wondering if there was any plan to include Recurring Gifts in the “Create a gift” action. We recently moved from OLX to Zeffy (previously SimplyK) and was looking at a way to bring this information over through a webhook.

    Currently doing this for one time donations just fine so figured I would check around. I may go the route of doing a custom connector through Power Automate, just wanted to check if this was on the roadmap?

    Hi Thomas,

    What's in the API can be added to the Connector(s). However, we're usually looking for use cases prior to adding items so as not to over-inflate the connectors. Can you give a bit more detail on what you're looking to do? Would the plan to be to use Zeffy to do the recurring gift capture and subsequent processing and simply send the relevant data (initial + subsequent gifts) to RENXT?

  • Thomas Salvo
    Thomas Salvo
    Third Anniversary Facilitator 1

    Hi Glen,

    That's kinda the road I was thinking of going down. Totally get not wanting to inflate the connector, but what you explained is the exact use case that I'm envisioning. I don't really see us needing anything beyond the ability to input donations as recurring.

    Zeffy (SimplyK) doesn't have a the functionality to be able define a specific period of the recurring donation. It's just a monthly option until cancelled. I looked at the documentation that was provided with the API for the gift endpoint and it looks like this would be possible. All that would be needed is flagging it as recurring, declaring the start date and entering the schedule as monthly.

    There is a string that's included in the web hook that's sent to from Zapier to power automate that basically flags if it's a recurring donation. What I have done for now is just created a condition to process the One Time Donation using the automated flow I made. If it's flagged as recurring it just stores them in a SharePoint List for manual processing so our Philanthropy team can enter these manually.

  • Thomas Salvo
    Thomas Salvo
    Third Anniversary Facilitator 1

    So I went the route of doing a custom connector. Hopefully someone can point me in the right direction.

    General:

    host: api.sky.blackbaud.com

    base url: /

    Definition:

    Request URL (POST): https://api.sky.blackbaud.com/gift/v1/gifts

    Content-Type application/json

    {
    "amount": {
    "value": 1
    },
    "constituent_id": "160845",
    "date": "2022-04-20T11:11:11Z",
    "gift_splits": [{
    "amount": {
    "value": 1
    },
    "fund_id": "270"
    }],
    "type": "Donation",
    "payments": [{
    "payment_method": "Cash"
    }],
    "recurring_gift_schedule": [{
    "frequency": "Monthly",
    "start_date": {
    "date": "2022-04-20T11:11:11Z"
    }
    }]
    }

    I know the OAUTH process is working and when I go to test it though it gives me a 200 (OK) status code and I just get the following output:

    {
    "message": "Hello World"
    }

    Hope someone can help me over the hump :)

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