Gift Notification based on Constituent Custom Code
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Hi, I'm quite new to Power Automate and I'm finding the example flows provided here really useful! Ideally I'd like to set up email notifications for new Gifts based on a certain Constituent Custom field. Do you know how I would go about this? I have working flows based on Gift Criteria so I just need help with adding the condition ‘if the donor has ‘x’ custom field’ then the gift notification email will be sent, otherwise nothing will be sent. Thanks.
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@Simon Cardnell
few ways you can do this- in your exisitng flow, get constituent custom fields by category (https://developer.sky.blackbaud.com/api#api=56b76470069a0509c8f1c5b3&operation=ListConstituentCustomFieldsAllConstituents), which will give you the constituent system record id of those that has this custom field; use this array of constituent system record ids to filter your gift list
- rebuilt your flow using Query API's gift query, that allows you additional filter on constituent custom field.
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