Is it currently possible to create new users in your BB environment using an API? We currently use Financial Edge NXT and the Expense Management Module. The Expense Management module requires users to have a Blackbaud account. We normally have to go to “Security” → “User management” and then enter their name and email to…
Hello Power Automate community! I have a big request and would greatly appreciate your help. In our current setup, we are still using an on-premises Raiser's Edge server, and we’re in the process of transitioning our gift receipting process from Crystal Reports to Power Automate. Here’s a quick rundown of our current…
I am using PowerAutomate to build a custom Constituent Tile that summarizes/displays a constituent's recent annual fund giving, and I am trying to display the details of a constituent's recurring gift if they have an active one on file. I pull the gift, and can get the amount of the recurring gift to display, but when I…
In my form Approval process, the Update Row after the first approval is failing, therefore, the second approval is not generated. Scenario: When form is submitted start an Approval. If Approval outcome equals Approve update row where the row ID equals the Form Response ID with Approval results. Problem: The flow cannot…
Hello, Our institution is exploring the utilization of the SKY Api to migrate prospect data from a third party vendor. Our IT director is hesitant to use the API, our question is: Does this API exposes CRM data to the web? What security protocols did you put in place? Are there any pros or cons for using the API? Thanks…
I have a flow that looks at past time -1 day. It runs each afternoon but lately it misses gifts. Yesterday it was missing a whole batch. None of these were back dated but they were committed in DB View about 15 minutes before the flow ran. Sometimes 5 min before. Is there a delay in batches getting to NXT for the flow…
In the BB course for Power Automate, the example shown was how to get a list of everyone with a birthdate in the current month, and create an email. I think it would be helpful to also see who the assigned Fundraiser is. Currently the email I receive is blank in this column because I'm not seeing this as an option in the…
I have flows that look at the Hosted Files folder and if a file is moved or created it will copy the file into Sharepoint for me. This is used mostly for Queue. I haven't gotten this error in a long time but I can't modify the flow now it keeps saying the FTP connection has a bad gateway error. I have copied the password…
I know this topic has been brought up before but I have seen no resolution: is it possible to access or create a form for testing Add-Ins for donation forms? Currently there does not appear to be anything accessible from the dev cohort.
I'm trying to build a flow that generates our monthly report, which is essentially a very large gifts list, divided into 11 different subheads. In my parent flow, I separate out each group, then send that group to a Child flow which is looking up each gift and converting the Campaign/Fund/Appeal IDs to names. Each of those…
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