Sharing my Power Automate Flow: Microsoft Teams/RE NXT Gift Notification

Options
Linton Myers
Linton Myers Blackbaud Employee
Tenth Anniversary Kudos 1 Participant Facilitator 1
in SKY Developer General Discussions

Summary
This Flow is meant to be run once daily and pulls a list of gifts over a specific threshold in size. For each gift, it posts a Teams message to a specified channel that includes gift information and a link back to the record in RE NXT.


Required Connections

Microsoft Teams

RE NXT

Suggested Skill Level

Beginner

Configuration Needs

After importing the Flow and authorizing the Connections, you will need to specify the gift threshold and the Teams channel to use.
Tagged:

Comments

  • Tammy Yugin
    Tammy Yugin
    Third Anniversary Facilitator 1

    @Linton Myers I am brand new to PA/Flow, please can you let me know how to import the Flow itself? Thanks!

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

    @Tammy Yugin - Check out the post “Power Automate - Where Do I Start?” for more information on importing flows.

  • Linton Myers
    Linton Myers Blackbaud Employee
    Tenth Anniversary Kudos 1 Participant Facilitator 1

    @Tammy Yugin

    Hi, Tammy! You would need to login to the Power Automate site first. Then from the main screen, you should see an Import button (see screenshot). If you don't have that, you likely don't have the appropriate permissions and would need to have those added to your profile.

    c8e25f9a0a326770dd22af2ecfacc3ba-huge-fl
  • Mark Guncheon
    Mark Guncheon
    Tenth Anniversary Kudos 4 Name Dropper Participant

    @Linton Myers I've been running this flow for a while but stopped this week. It is giving me an error message:
    “This SKY API service is not available in this Blackbaud Environment.”
    Any idea what is causing this?

  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary Kudos 5 PowerUp Challenge #3 Gift Management Name Dropper

    @Mark Guncheon
    if the error message is indicative to the problem, then you may want to check to make sure your permission setting in developer.blackbaud.com is good. (assuming you are the one that created it).

    you can always create a new flow, that ONLY does 1 action, get gift list, and see if it works.

  • Mark Guncheon
    Mark Guncheon
    Tenth Anniversary Kudos 4 Name Dropper Participant

    @Alex Wong Thanks, Alex. It does say I'm connected. I reached out to our IT people to see if this is a problem on our end but I like your idea to do a new one.

Categories