Sharing my Power Automate Flow: Get Query results from Blackbaud CRM

Ashley Moose

Description: While there isn't a dedicated Query connector for Blackbaud CRM, we can still get query results returned in Power Automate using the Send an HTTP request action.

I am sharing two versions of this Flow. Version 1 is the simpler version and can be used for most query scenarios. Version 2 should be used for more complex or slow running queries as it uses as a static query and refreshes the static query before returning the query results.

This Flow only brings the results into Power Automate. It doesn't do anything else with the results like automatically saving to OneDrive or SharePoint. This should be used as a starter to help with other automations

Skill Level: Beginner/Intermediate

Note: More of a beginner skill level to run this template but moving into more intermediate skills to manipulate the data from the query.

Configuration Details:

1. Update the Initialize Variable queryID action with the System Record ID of the query.
2. Add additional rows to the Select query fields action to account for the total number of fields in the output of the query.
   1. Instead of mapping each field individually, this Select action uses as a pre-defined array to reference the column names as defined in the query.
   2. The Select action only includes two columns in the template. (The first template is referenced by a 0).
   3. The "key" expression for the first column is variables('fieldsArray')?[0]
   4. The "value" expression for the first column is item()?[0]
   5. Additional fields/columns can be included by adding new rows to the Select action and incrementing by 1 each time. The first two columns are included.

Additional Configuration Details for the Static query Flow:

Note: All configuration details above still apply.

1. Make sure your query is saved as a Static query.
2. Update Initialize Variable Parameter Set ID with the System Record ID of the Business Process Parameter Set of the Ad-hoc Query Refresh Static Selection business process. To obtain this ID:
   1. Create a Business Process Parameter Set query.
   2. Filters:
      1. Name = the name of your query
      2. Business process > Name = Ad-hoc Query Refresh Static Selection Process
   3. Output:
      1. Business Process Parameter Set Record
   4. The ID in the results will be the System Record ID that needs to be added to the variable in the Flow

Flow files:

Basic flow -

CRMGetQueryTemplate.zip

With static query -

CRMGetQueryTemplatewithStaticQueryRefresh.zip