Create an Action when another Action is completed - PowerAutomate

Mark Palfrey

Hi all, I have created a Flow in PowerAutomate to look at NXT Action List of Actions closed to then create a "Follow Up" Action in 2 weeks time. While this process works fine I wanted to see if there was a way that didn't rely on an NXT Lists but instead was triggered as a result of simply closing a specific type of action e.g. Action Type = Fundraising Pack Sent. Any pointers if this would be possible to do using PowerAutomate?

Alex Wong

@Mark Palfrey
There is currently no webhook for Action Change, much less action change that's due to a status change to completed. You can see a list of all webhook available currently:

So meaning you cannot trigger a flow when an action is changed. What you can do for now is to setup a flow that trigger on schedule (hourly, every few hours, daily/nightly, weekly) that you need and run a list action for all constituent with last modified based on your schedule.

https://developer.sky.blackbaud.com/api#api=56b76470069a0509c8f1c5b3&operation=ListActionsAllConstituents

For example, if you run the flow every hour, you will look at all constituent actions last modified in the last hour (pay attention to timezone info on the last modified, and handle according to same timezone). However, this is action modified, not action change to a certain status. So meaning, if an action is changed (reason other than being marked as completed), the action will show up in the list, so simply conditioning on the status is completed may cause multiple follow up action created for same constituent.

So there are 2 ways you can handle this: (1) setup a external location (data warehouse, excel on sharepoint, etc) where you are storing all the actions data that you can compare to see action that has changed and the change is status from something to completed or (2) on every changed action, check all actions by the constituents to look for the “follow up” action, if exist, don't create another.

Alex Wong

@Mark Palfrey
Ops, probably should look at the list under Constituent first to say there is no webhook for action change.

There is:

so if you setup webhook for action changed, then you don't need to worry about doing a scheduled trigger hourly.

Though again, the webhook is on action change, not action completed, so you will still need to consider condition that meets your criteria of action is marked as completed using one of the 2 method I mentioned. There may be other methods, so others can comment on that.

Mark Palfrey

@Alex Wong this is great thank you for the link to the webhooks part. I totally missed that!

So based on the webhook for Action Changes will I be able to specify Action Type = ABC and Date Completed = Today? Assuming that will be possible. Apologies if that sounds like a daft question but I am not a developer and just learning this all.

Alex Wong

@Mark Palfrey
when you register a webhook, you are registering a web application to the webhook so whenever the event happen (ALL action changes), will have the action record's system record ID and constituent system record ID passed to the web application. This web application can be a power automate flow (Guide to do this by Ben Wong: https://community.blackbaud.com/forums/viewtopic/586/55393)

or it can be any web application accessible from any web server (PHP, JSP, ASP, etc).

In the web application, you will need to issue SKY API calls to get information about the action where you will get all the details of the action, including the action type, completed, status, etc. With these action's information, you can condition on action type=ABC and date completed=today, when the condition is met, use SKY API to create a new action.

Mark Palfrey

@Alex Wong thank you! I am going to give this a go and see what happens! I have my weekend planned out ?.