Power Automate Help - Add Constituent Assigned Fundraiser to Gift Notifcation

I'm very new to Power Automate and have been asked to include the constituent's assigned fundraiser to a gift notification email. I have been able to add the assigned fundraiser if credited to the gift but need to pull from the constituent record and not the gift. I understand that I need to use the List constituent fundraisers connector but cant' get it to work.

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Would I need to switch the get a constituent connector to the list constituent fundraisers and change the variable to array? Any help is very appreciated as I've exhausted all resources I've been able to find.

Best Answer

  • Carol Grant
    edited March 6 Answer ✓

    Here's the steps. As Alex said you can use an array, I have a string because it's rare that we have 2 fundraisers of that type on one record. It's a two step process, you need to get the Fundraiser Name from the Fundraiser ID so you need Get a Constituent for the Fundraiser. Our Fundraiser type = "Coordinator" so I named some of the steps with that name.

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Answers

  • Alex Wong
    Alex Wong Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 4 bbcon 2025 Attendee Badge

    You need to use the Blackbaud Constituent connector and the action that is List constituent fundraisers.

    It does return an array, so if your org have constituent that MAY have more than one fundraiser, then you will need handle as potentially multiple. You can use array (i normally would prefer array), or you can use string, but you will need to make sure to "reset" the variable after the gift loop.

  • Thank you so much @Carol Grant!! It's pulling the assigned primary staff as needed. I really appreciate the help.

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