Adding Fundraiser Gift Credit via a flow

Vishal Balaji

I'm looking to create a Power Automate flow for gift credit assignments in Blackbaud RE NXT, similar to the constituent fundraiser assignment flow that use the adaptive cards add-in.

Question: Do the current Blackbaud connectors in Power Automate support this functionality? If not, what alternatives would you recommend?

Any advice or examples would be greatly appreciated.

Thanks!

Alex Wong

@Vishal Balaji
No, the current “edit gift” endpoint cannot add/update/delete soft credit of a gift.

Carol Grant

@Vishal Balaji- are you asking if you can pull in the Fundraiser's credit on a gift? If you link the Fundraiser to the actual gift under Solicitors then you can retrieve that in Power Automate under the Gifts Connector, Get a Gift and there is an array called Fundraisers. I see you can put multiple entries in there so you would have to keep that in mind when pulling the Fundraiser.

Or I am off base and you wanted the soft credit of the gift which Alex answered.

-Carol

Vishal Balaji

@Carol Grant
I am looking to edit/add fundraiser credit on a gift. The idea is for a fundraiser to go to a gift record and use the adaptive card add-in to request the gift credit which triggers an email with options. If approved, they would get credit for the gift amount.

From my understanding, it does not seem like the current connectors support editing that field.

Alex Wong

@Vishal Balaji
yes..both soft credit and fundraiser credit (gift solicitor) is not “editable” via API.. it can only be set at the time of creation.

However, BB is promising a more robust enhancement to gift api.. so i'm hopeful

Ashley Moose

@Vishal Balaji I built out a flow like this before which adds the fundraiser credit via import/queue if approved. It has some complex approval logic so I don't know how it easy it would be for me to share but here are the steps.

Flow 1

• An adaptive card that allows a user to request fundraiser credit.
• That request is saved in a SharePoint list

Flow 2

• Runs daily to get all new items added to the SharePoint list (based on a status value in the list).
• This triggers an approval email (Email with Options) to be sent to the corresponding user manager.
• The managers response gets tracked back to the SharePoint list (approved, not approved).
• A separate branch in the flow (could be separated into a 3rd flow) pulls all approved items and adds them to a CSV file.
• The CSV file is sent to the FTP folder and picked up by Queue for Import.

If/when an API endpoint is made available it would be much simpler and everything could be done in one flow, but this process does work in the meantime.

Vishal Balaji

@Ashley Moose
Thank you for this alternative! Unfortunately, we don't have the queue module, but definitely something I'd like to have.
Hopefully BB makes an API available soon.

Thanks everyone for your help on this!