Automating Call Reports

John Hazelwood

Hi There,

We are thinking of automating our fundraiser's call reports where we would require them to put in the information in a specific Constituent Note type and then using Power Automate, pull the reports out each day and email them to the organization for transparency.

Is anyone out there doing this? Is is possible to pull a specific note out from a record and include the contents in an email?

Thank you!

Alex Wong

@John Hazelwood
We don't currently do this, but may in the future.

Yes, this can be done either by using Get Note All Constituent API endpoint: https://developer.sky.blackbaud.com/api#api=56b76470069a0509c8f1c5b3&operation=ListConstituentNotesAllConstituents

or Query API (better option in my opinion as you can fitler on the note type)

John Hazelwood

@Alex Wong
Thank you!