Description: Use this flow to view upcoming Volunteers registered in VolunteerHub in a SharePoint list and add an action to the constituent record from the SharePoint list.
Suggested skill level required to use this template: Intermediate
Category: Power Automate, Volunteers
Required connections:
- Blackbaud Raiser's Edge NXT Constituents
- SharePoint
- VolunteerHub
Background:
- Three flows are included in the solution:
- VolunteerHub + RENXT integration:
- Scheduled flow
- Adds registrations from VolunteerHub to the SharePoint list.
- When run on Friday adds registrations for the next full week.
- When run on any other weekday, adds registrations between the current day and the next Friday.
- Once a week (on Friday), deletes registrations from the SharePoint list for the past week.
- Sends a summary email of all registrations added or deleted.
- VolunteerHub Deleted Registrations:
- Scheduled flow
- Marks a registration as deleted in the SharePoint list.
- Sends an email to a Fundraiser if an action was added from the SharePoint list to notify the fundraiser the registration was deleted and the next event the Volunteer is registered for.
- Add Action to RENXT:
- Triggered from the SharePoint list
- Adds an action to RENXT assigned to the user/fundraiser who triggered the flow from the SP list.
Assumptions:
- VolunteerHub UserID is stored on Raiser's Edge record as an Alias
- The main refresh of the SharePoint list only occurs once a week on Friday. Incremental refreshes occur on a daily basis for remaining days until the next Friday.
- The timing can be modified if a different cadence is needed.
- The Deleted Registrations flow should be scheduled to run before the main VolunteerHub + RENXT flow.
Instructions: * Read through the notes on each step of the flow for further details and necessary update steps.*
Attachments:
- Solution = All flows linked through a Solution. Only requires one import to add all flows.
VolunteerHubRENXTIntegration_1_0_0_2_unmanaged.zip
- Flows = Each flow is also included separately and can be imported as Legacy packages.
AddVisitActiontoRENXT.zip
VolunteerHub+RENXTIntegration.zip
VolunteerHubDeletedRegistrations.zip
