Sharing My Power Automate Flows: FENXT Journal Batch Entry and Incomplete Project Actions Notifications
Happy New Year!
As you may have heard, there is a new “Send HTTP Request” available in the Blackbaud SKY Add-Ins connector. Long story short, this will allow one to create “ad-hoc” calls to the SKY API in Power Automate when the corresponding connector/action isn't available. @Matt Thacker gave an example in another post of how this can be used for RENXT.
The good news is that this can also be used with other SKY-API-enabled solutions such as Financial Edge NXT.
With that, thought to share a couple of starter examples on how this can be applied.
- FENXT Journal Entry Batch Approval Notifications - Periodically check for JE Batches in a specific status (such as Pending Approval) and sending an email notification for review.
- FENXT Project Incomplete Actions Notifications - Periodically checks a specific FENXT Project for incomplete Activities and sends an email notification for review.
Details can be found at the links above.
This Send HTTP Request action does open up additional possibilities for leveraging Power Automate when a specific action is not available and/or not requiring a Custom Connector. The intent is that the above examples need only minimal initial setup to see it in action. However, if you wish to modify those or create your own, you will need a bit of understanding of the advanced features of Power Automate such as the native HTTP Request / Parse JSON actions, expressions, and the underlying SKY API. However, you won't have to worry about setting up authentication which can be a good deal of the heavy lifting.
Comments
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@Glen Hutson - looking forward to seeing you demo these projects at the upcoming Power Automate User Group!
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