Sharing my Power Automate Flow: Notify Gift Officer When Someone in Portfolio has made a gift

Jessie Salpeter

The last flow had a few connections that I didn't take out, so I'm reposting.

This flow notifies fundraisers when someone in their portfolios make a donation.

NOTE: In order to include soft credit gifts, you’ll need to expand the options for “if yes” and “if no” after Condition 2 is met. Be sure to apply all changes to both tracks.

Items to consider:

• You will need to connect to your database
• Change the relationship types to match those in your database
• You will need to update the database ID in the url in the body of the email. The database ID can be found in the NXT url at the top of any page, and is the long alpha-numeric string in the url between “envid=p-“ and “&svid” (as an example, the database ID is “Vv6mq3sS3EK3kt6tzDu0Yg” in this string - https://host.nxt.blackbaud.com/gift/page/<giftid>?envid=p-Vv6mq3sS3EK3kt6tzDu0Yg&svcid=renxt
• You’ll also need to update the “From” in Advanced Email Options

Here is the code - you'll need to import into Power Automat and update your connetions

NotifyGiftOfficer_20230526122352.zip

Carrie Mason

@Jessie Salpeter Hi Jessie! I am a newbie to PowerAutomate. Does it matter if we are a Google office vs Outlook in regards to using this code? Thanks, Carrie

Jessie Salpeter

@Carrie Mason this is set up to connect to Outlook and is using Microsoft Suite 365. I'm not actually sure if it'll work with Gmail. That's a great question for Blackbaud Support (sorry I can't be more helpful!)

Austen Brown

@Carrie Mason - Once the flow is imported into your environment, you should be able to replace the Outlook action with the Gmail one.

Alex Wong

@Carrie Mason
Generally, if the email body message itself isn't some “complex” beautified content, you can simply just copy the body and paste into the new send email action that works for google.

Otherwise, you will need some HTML CSS (webdev) skill as certain HTML CSS code doesn't work, or if you have someone in your org that does webdev, they can assist you.

Dan Snyder

@Carrie Mason If you send me a DM with your email, we are a Google shop and I stole @Jessie Salpeter's template ?, so if you can't import it because of the Outlook connector I can send you our version.