Power Automate for pledges

Van Tam Ho

Hi All,

Has anyone tried to use power automate to add pledges to a constituent record? Would be interested to know how this is performed.

I thought, when an email is received through outlook, it looks for the constituent record based on the email address and then adds the pledge information, but what if we had all the gift information in the email i.e. pledge amount, pledge date etc… would it still work the same?

Thanks

Alex Wong

@Van Tam Ho
Hi, i have an automation that create pledge into constituent record using Gift v2 SKY API endpoints. It is still in preview and has a bug that Blackbaud isn't spending the time to fix yet. However, I am still using it b/c it standardize a type of pledge recording for a specific program. We handle the bug for now manually.

However, without going into details. I do not undeerstand what you are trying to do, so maybe be more concise on what business operation you are trying to automate.

Van Tam Ho

@Alex Wong
Hi,

Thanks for comming back to me, I basically want to setup an automation by where an email flies into our inbox and power automate will pick up that email and look for the constituent id based on the email address. Once it has been found, it will then create a pledge based off this as the email will contain the amount.

Hope that helps.

Van

Alex Wong

@Van Tam Ho
Hi, what you trying to achieve is do-able. but you have to really think it through.

Technically, there is SKY API endpoint you can create the pledge and add installments. (bug aside).

how you get the details from the email is something you have to figure out. Is it specific “label” that you are sure the donor will send in (i.e. My Pledge Amount is: $xxxx). There are a lot of other info a gift is needed to be properly coded for any org. Most org at the minimum will need Fund and Appeal. Campaign is usually a requirement too, unless you are coding all defaults values for the pledge. Otherwise, you will have to “read” the intent of the donor email to decide which fund to code the pledge to.

Van Tam Ho

@Alex Wong
I get what your saying and it makes sense. To make things more easier, We have an internal ticket system I created for our users to enable them to input pledges which state all the information I require to add pledges i.e. all the appeal codes, campaign codes, fund, pledge amount, pledge date, gift code, subtype etc… So I will have all that information to hand. I guess it can be done, its just is there a way to be able to take that information from an email and populate it in NXT automatically.

Alex Wong

@Van Tam Ho
if you are using power automate.. i'm going to assume you are a microsoft environment org.

if so, then the internal form you are speaking of (if not already) can be a Microsoft Form, which means power automate can trigger by the form submission.

Rather than “reading” an email of information, the form submission trigger allows you to get all the information directly as the answer to question. (i.e. What is the FUnd ID?) and the answer can be used in the power automate for crafting the JSON needed to create the pledge.

keep in mind that campaign fund appeal is the system record id of the campaign fund appeal record, not the “lookup_id”