Workflow to send email each day when credit card donation is received

Hannah Wiginton
Hannah Wiginton
Tenth Anniversary Kudos 1 Name Dropper Participant
in Blackbaud Raiser's Edge NXT®: General Discussions

Hey all,

I'm really just starting to play with Workflow Designer. Is there a way to send an email after a credit card donation is given?

It seems the workflow only allows Constituent lists, not Gift Lists, so I'm not quite sure how to set it up.

Any help would be greatly appreciated! Thank you

Comments

  • Austen Brown
    Austen Brown Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 bbcon 2025 Attendee Badge

    @Hannah Wiginton - I recommend you take a look at Power Automate, you will be able to control many more aspects of the workflow and direct it to do exactly what you want to happen. Check out a blog I wrote last year for more information on this option:


  • Hannah Wiginton
    Hannah Wiginton
    Tenth Anniversary Kudos 1 Name Dropper Participant

    @Austen Brown


    Ah thank you! I actually tinkered with Power Automate when you first launched the integration, but never went further. I'll dig in to this.

    Thanks!

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