Sharing my Power Automate Flow: Update Solicit code start and end dates in Blackbaud CRM

Ashley Moose

Description: Building off my Get Query Results template is a real-world use case where we take the output of the query and then either update the Solicit code start date (i.e. solicit code was added today but start date is blank) or add an end date (based off whatever necessitate end dates being set due to something else being added or updated within BBCRM).

Note: This could easily be modified to do similar things to update start/end dates on records such as addresses, phone numbers, email addresses and attributes (all currently available within the Blackbaud CRM Constituents connector).

Skill Level: Beginner

Required Connections:

• Blackbaud SKY Add-ins
• Blackbaud CRM Constituents

Configuration Details:

1. The queries must contain the Solicit code > System Record ID field and be renamed to ID. No other output is needed. If additional output is included, make sure to update the Select action as discussed in the Get Query Results template.
2. Update the Initialize variable queryID action with the System Record ID of the query.

Flow Files:

Add start date -

Solicitcodeupdatestemplate-addstartdate.zip

Add end date -

Solicitcodeupdatestemplate-addenddate.zip