Sharing My Power Automate Flow: Identifying Constituent Giving Levels by Time Frame

Aidan Lambert

ConstituentGivingRangeIdentifier.zip

This is a flow that will cycle through a given NXT Constituent list and, for each person in that list, determine if how much they gave in a given time frame (default is 365 days) rather than their fiscal year. If that calculated amount is below a set value (default $300), it will export their system ID, Name, and the amount calculated. The current options were chosen because that's what my team member wanted, but I'm sure it could rather easily be modified for different time frames, different amounts, and to update when it's below or above your defined amount.

NOTE: Because the “List Gifts” action does not include soft credits in its query to NXT, this flow similarly does not include soft credits in its calculation of the final amount. If anyone has a way around this, please let me know.