Sharing my Power Automate Flow: Grateful Patient Workflow

Trevor Kelly

Summary
This Flow is triggered every night on a scheduled cadence. It looks for a grateful patient screening file on an SFTP site based on the template that Target Analytics returns to customers. For each row with in the file, the flow will bring over HIPPA compliant data into a Sharepoint list (contact info, biographical and philanthropy score). If that patient already exists in Sharepoint, it will update the list item with the appropriate data. For new patients added to the Sharepoint list, a workflow will kick off and determine if that patient should be added to The Raiser's Edge NXT based on the philanthropic score. If the patient is added, a “Patient” constituency will be added to the record, as well as a “Prospect” constituency with a fundraiser assignment.

Required Connections
Outlook (organizations using a different email provider can replace with the Mail connector)
RE NXT, Sharepoint, SFTP, Encodian, Approvals

Suggested Skill Level
Intermediate

Configuration Needs
There are two flows attached: one to read the grateful patient file from the SFTP site, and one to trigger the RE NXT workflow when a patient gets added to the Sharepoint list. Ensure your Sharepoint list is configured with the appropriate contact information, biographical, score fields, as well as a date field to track when the information was last refreshed. Be sure to make the appropriate updates within the flows to point to your environments, and update code table values (such as constituency, email type, etc)

NewGratefulPatientAddedtoSharePointList_20210820133037.zip
GratefulPatientDataExtractedfromSFTP_20210819195504.zip

Ryan Carr

Trevor,

I am new to Power Automate, and am working on setting up a Flow to update the Prospect Status of a constituent where it is currently blank. I see in your Flow that you have an Update Prospect Status section, but I can't seem to get to the details. How were you able to update the prospect status? Any help would be greatly appreciated!

Dan Snyder

@Ryan Carr in this flow Trevor was actually updating constituent codes, not the Prospect Status field on the Prospect tab/Prospect management tile.