Description This flow runs every Monday at 8:00 AM and generates a comprehensive email digest featuring donors who gave to a specific Campaign during the same week last year but have not contributed during the current fiscal year. The email includes clickable links to donor records, gift records, and pre-filled…
I have an existing account which we want to sunset tied to our instance which has 25K/api calls per day. When creating a new login/replacement (again, tied to our instance) it says the ‘tier’ is ‘free’ and only 1K calls per day? How would I get my new login to be at our ‘customer' tier instead of the ‘free’ tier? If you…
Good afternoon All, I'm trying to open a gift list in Power BI from NXT(via the connector). In PowerBI, I find the list I created with no problem etc. After opening the list in PowerBI the constituents' names are not showing up. The list in NXT does contains the names in a column. Thank you for all the help and your time!…
I mentioned this in my #devdays session & there seemed to be interest, so I thought I'd share :) Description: This workflow adds gift documentation as a link from SharePoint to RENXT gift records. Saves lots of time if you manually update this field, and ensures that staff reviewing gifts for stewardship, letters, etc,…
Has anybody been experiencing this type of error (incorrect note types in the 'Type' dropdown; is displaying address types in note types dropdown) in Microsoft Power Automate recently?
I happened to briefly show a Consent/Solicit Code Management card I made during my #bbdevdays2025 presentation and there seemed to be some interest in it so I thought I would share it here. I should also note that I liked the instructions @Rochelle Toomer wrote for her template so I have basically copied them here with…
Hi all, just attended my first BBDevDays and left feeling inspired to build something for my org. I've done my best to research this forum first but I'm not having any luck finding any details. I'm curious, is it possible to use connectors and PA automate to update the response on a constituent's assigned appeal based on…
Hello I am currently in the process of linking RE to Power BI. I have created queries in RE NXT with the data I need and this is pulling through to Power BI using this method from another forum topic: We've been working on setting up some of these but have come across an issue with one of my queries - Opportunities. I want…
Hello! In my bbdevdays presentation we explored what arrays are and different ways to handle them. I'm sharing here examples here of the RENXT Large Gift Notification template flow tailored to pull information from the gift split array using First, in the case of a single fund; joining the results of a custom variable…
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…
It looks like you're new here. Sign in or register to get started.