Description: This Power Automate template sends an automated email notification when constituents have recently been assigned to a fundraiser in Blackbaud Raiser’s Edge NXT. The flow uses a saved Raiser’s Edge NXT constituent list containing constituents tagged as recently assigned to a fundraiser. It reviews the fundraiser assignments for those constituents, filters the assignments by date to identify those made within the previous 24 hours, and emails a notification identifying the newly assigned constituents. The template is designed to help advancement teams keep staff informed of new fundraiser assignments without requiring someone to manually review assignments or distribute updates. Required connections: * Blackbaud Raiser’s Edge NXT Constituents * Office 365 Outlook Suggested skill level required to use this template: Beginner Configuration details: Before using the template, create and save a constituent list in Raiser’s Edge NXT using the “Recently assigned to fundraiser” tag. The flow uses this list to identify constituents whose fundraiser assignments should be evaluated. Category: Automation; Notification Instructions: * In Raiser’s Edge NXT, create a constituent list using the “Recently assigned to fundraiser” tag and save the list. This list will provide the constituents evaluated by the flow. * Download the Power Automate template ZIP file and import it into your Power Automate environment. * Open the imported flow and update the Recurrence trigger. Select how frequently you want the flow to run. The template is designed to look for assignments made within the previous 24 hours, so a daily recurrence is recommended. If you choose a different frequency, update the date filtering later in the flow accordingly. * Update the email address used for error notifications. Enter the person or mailbox that should be notified if the flow encounters an error. * Update the email addresses in “Update Notification Email.” Enter the email address of each person who should receive notifications about new fundraiser assignments. Multiple email addresses can be entered by separating them with semicolons. * Locate the “List constituents with new fundraiser assignment” action and select the Raiser’s Edge NXT constituent list you created in Step 1. * Review and customize the body of the new fundraiser assignment notification email. * Review and customize the error-notification email. * Save the flow and test. RecentlyAssignedFundraiser(updated9152026)_20260915170744.zip *updated with flow revisions discussed in 9/15/2026 Power Automate user group.

nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Sharing my Power Automate template: Recently Assigned Fundraiser

Hallie Guiseppe

Description: This Power Automate template sends an automated email notification when constituents have recently been assigned to a fundraiser in Blackbaud Raiser’s Edge NXT.

The flow uses a saved Raiser’s Edge NXT constituent list containing constituents tagged as recently assigned to a fundraiser. It reviews the fundraiser assignments for those constituents, filters the assignments by date to identify those made within the previous 24 hours, and emails a notification identifying the newly assigned constituents.

The template is designed to help advancement teams keep staff informed of new fundraiser assignments without requiring someone to manually review assignments or distribute updates.

Required connections:

Blackbaud Raiser’s Edge NXT Constituents
Office 365 Outlook

Suggested skill level required to use this template: Beginner

Configuration details: Before using the template, create and save a constituent list in Raiser’s Edge NXT using the “Recently assigned to fundraiser” tag. The flow uses this list to identify constituents whose fundraiser assignments should be evaluated.

Category: Automation; Notification

Instructions:

In Raiser’s Edge NXT, create a constituent list using the “Recently assigned to fundraiser” tag and save the list. This list will provide the constituents evaluated by the flow.
Download the Power Automate template ZIP file and import it into your Power Automate environment.
Open the imported flow and update the Recurrence trigger. Select how frequently you want the flow to run. The template is designed to look for assignments made within the previous 24 hours, so a daily recurrence is recommended. If you choose a different frequency, update the date filtering later in the flow accordingly.
Update the email address used for error notifications. Enter the person or mailbox that should be notified if the flow encounters an error.
Update the email addresses in “Update Notification Email.” Enter the email address of each person who should receive notifications about new fundraiser assignments. Multiple email addresses can be entered by separating them with semicolons.
Locate the “List constituents with new fundraiser assignment” action and select the Raiser’s Edge NXT constituent list you created in Step 1.
Review and customize the body of the new fundraiser assignment notification email.
Review and customize the error-notification email.
Save the flow and test.

RecentlyAssignedFundraiser(updated9152026)_20260915170744.zip

*updated with flow revisions discussed in 9/15/2026 Power Automate user group.

Find more posts tagged with

Microsoft Power Platform

Showcase Template

Accepted answers

All comments

Hallie Guiseppe

@Kent Gilliam Just posted template I mentioned at the last group meeting.

Luis Puesan

Thanks for sharing this Hallie!

Sean Pflueger

I'm getting an error on the "Apply to each" element. I'm not sure how to fix it.

Hallie Guiseppe

@Sean Pflueger can you please share the error you are getting and maybe a screenshot?

Sean Pflueger

Sean Pflueger

Hallie Guiseppe

Hi @Sean Pflueger, I need to see the actual error. The Copilot isn't very helpful here.
Personally, I like classic view better for error management. you can toggle to the older view using the "new view" toggle in the upper right hand corner.

To see the error returned you will need to navigate to the one that failed. It will have a red exclamation mark, like this:

Then click on the action itself and it will give you a summary of the error. See this example:

Once we know what the actual error is we can try to figure out what is going on. If I had to guess, it may be that the fundraiser start date is blank. If that is the case, then the flow can't evaluate the if when the assignment was made as it is configure right now.

Hallie Guiseppe

@Sean Pflueger FYI, you can check to see if the start date is blank by looking at the raw output in the "List constituent fundraisers" action. It should look something like this:

Kent Gilliam

I'm so sorry. I just saw this. I realized the past few times I've been in the community I was not logged in, so I didn't see any notification of your message. THANK YOU! I highlighted this to a few other dev agent clients and they wanted to know more. I'm bookmarking this for sure. Thanks for being such a rockstar! I cannot wait to meet you in person and hangout at bbcon!