Sharing my Power Automate template: Pledge Automation Cleanup

Douglas Foley

Description: This automation reviews gifts entered in the past few days and sends a notification to identified users. This occurs when a donation was received and the constituent has an outstanding pledge balance tied to the same fund, campaign, or both. The second part completes similar actions to the above but focuses on constituents that were soft credited to a gift regardless of whether it was manual addition or automatic.

Required Connections:

Blackbaud Raisers Edge NXT

Blackbaud Raisers Edge NXT Constituents

Set for Microsoft teams (user discretion for communication)

Configuration details:

Flow is set up to work once connections are made no additional requirements are necessary outside of adjusting notification preferences to organization preferences.

Category:

Automation, Data Management, Data Cleanup, Notification

Instructions:

The flow should be configured to import and function with minimal adjustment. If you would like to you can adjust the lookback time of the gifts list by adjusting the number in the following expression formatDateTime(addDays(utcNow(), -1), 'yyyy-MM-dd') within either of the gifts list connections.

Tutorial:

The automation will request gifts added on or after the specified time frame, that information will be used to pull constituent information. The constituent’s account is reviewed for open balance pledges matching the most recent gifts fund or campaign. If a match is identified, notification is sent to whomever.

Benefits:

If you utilize online donation forms and utilize pledges, there is no connection when they utilize a form to pay their balance. This can result in errant donor reminders; this mitigates that issue. It also mitigates human errors on data entry.

PledgeAutomationCleanup_20260513171458.zip