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Adding a Solicitor Name to a Constituent List in Power Automate

Reuben Schmitz

I have seen a couple of different options - but what is the most efficient way to add the Fundraiser Name to a Constituent List in Power Automate?

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Comments

Alex Wong

@Reuben Schmitz
As SKY API support for getting “fundraiser” is still limited to per constituent, it's not best way to create list with.

Query API is likely your best bet to get ALL data saved somewhere then picked up for Power BI

Carol Grant

@Reuben Schmitz- Hi Reuben, are you asking how people pull in the fundraiser when they are using Power Automate into let's say a Gift Detail or did Alex answer your question as far as it can only be pulled per person?

I can share a screenshot of how I pull in a Fundraiser for a person who gave a gift if you are looking for that.

-Carol

Reuben Schmitz

@Alex Wong follow-up question - what would I do to have each Custom Field display as a separate line - this is how it is coming through now:

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Alex Wong

@Reuben Schmitz
Oh wait… I think you were doing populate word doc… you have to make the text control field multi line

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Reuben Schmitz

@Alex Wong
Thanks again - thought it was something simple. All set. Appreciate your sharing your expertise with me (and the group).