Sharing my NXT Power Automate template: New Fund Email
Hello, I'm sharing my simple New Fund Email notification that I shared during BBDevDays.
- Description: Lists out new funds created during a recurring past time that is added to the List Funds Date Added. In the email, it lists the Fund ID with a link to the Fund in NXT, Fund Description, Fund Category, Fund Type and 3 custom fields. You may not need these but I had them to check to see if there custom fields were filled in when the fund was created.
- Required connections: Raiser's Edge NXT, Raiser's Edge NXT Fundraising, Email (I use Outlook, but any can be used.
- Suggested skill level required to use this template: Beginner
- Configuration details: There is a READ ME in the flow for tips like changing the email address.
- Category: Email Notification
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Answers
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Thanks Carol, great session! Thanks for the template.
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