Trigger: Alert with Ask Date approaching in RE

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Helena Woodvine
Helena Woodvine
First Anniversary
in SKY Developer General Discussions

Hello?‍♀️… is it possible to make an automated flow triggered by an opportunity ask date coming closer (say within one month) in RE NXT (or database view).

Then to make an alert (via email notification or asana task) to be send to the specific fundraiser?

Thank you for any help!! ?

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  • Austen Brown
    Austen Brown Community All-Star
    Ninth Anniversary Kudos 5 Name Dropper Participant

    @Helena Woodvine - Today's you're lucky day! There is a template in the Blackbaud template showcase specifically for this use case. Here's a link, feel free to post any questions about the template directly within the linked post:

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