Gift Notification based on Constituent Custom Code
Hi, I'm quite new to Power Automate and I'm finding the example flows provided here really useful! Ideally I'd like to set up email notifications for new Gifts based on a certain Constituent Custom field. Do you know how I would go about this? I have working flows based on Gift Criteria so I just need help with adding the condition ‘if the donor has ‘x’ custom field’ then the gift notification email will be sent, otherwise nothing will be sent. Thanks.
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@Simon Cardnell
few ways you can do this- in your exisitng flow, get constituent custom fields by category (https://developer.sky.blackbaud.com/api#api=56b76470069a0509c8f1c5b3&operation=ListConstituentCustomFieldsAllConstituents), which will give you the constituent system record id of those that has this custom field; use this array of constituent system record ids to filter your gift list
- rebuilt your flow using Query API's gift query, that allows you additional filter on constituent custom field.
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