Power Automate - Fund attachments and summary notes

Ben Wendrow

Hello! I am building a scheduled Power Automate flow that looks for new fund records each day at 6:00 PM. If there are no new fund records, the flow ends. If there is at least one new fund record, the flow collects a bunch of fund data and sends an email to specific employees notifying them of the new fund record. There are two things that I am stuck on and would appreciate anyone's help with:

1. PDF attachment: Each fund record in NXT has a physical PDF attachment. I want to attach this PDF to the email generated by the flow, or link to the PDF in the body of the email. Either would be fine.
2. Summary notes: I cannot figure out how to include the fund summary notes field in the Send an email action. We use this field for the specific award/spending criteria for each fund.

Thanks in advance for any tips or advice you can provide!

Carol Grant

Hi Ben-

The PDF attachment you can get at by doing List Fund Attachments under Blackbaud- Fundraising connector. The URL is listed as a field but I don't see anything like File Content which would be the actual PDF. I haven't worked with attachments before in Power Automate so I'm not sure the exact way to pull that.

It looks like the Summary Notes are not available in the API. The other way you could try pulling those in would be putting into a Query Output and using the Query API using the JSON format so you can use the output fields in the flow. There are a few posts about using the Query API.

-Carol

Ben Regier

To get the file content of a PDF, you'll likely have to use an HTTP action, use the GET method, and point it to the URL you returned from your List Fund Attachments action that Carol highlighted. The output from that call should include your file content.