Creating a Pledge

@Matt Thacker Hi Matt (and @Austen Brown!),

Pledges are in the works now and will be coming to NXT web view in 2023 (the team is still working on the APIs and the UI, and you know how complex pledges are…).

The good news is, there is an API available for adding pledges. It's part of the “Gift v2” SKY API which you can find under the Preview APIs area in the developer portal (here's a direct link to the endpoint reference for you).

The endpoints in this API are listed as “Preview” because this is brand new and still a work in progress, so your mileage may vary and it's possible you may encounter some problems (the team would welcome any feedback, and you can file support tickets for any issues you hit). We haven't moved this API from the Preview APIs list to the regular left-side navigation yet but I'll get that updated today if possible.

The reason this API is named “Gift v2” is because it's a completely new API built on a newer technology stack on the backend. It's a rewrite from the ground up, starting with Pledge functionality since that's not available in the original Gift SKY API and we know many folks are eager to get their hands on that functionality. It doesn't contain all of the functionality from the v1 API just yet, but the intent is that it will someday replace the original Gift SKY API. For now you can consider it an extension of the v1 Gift SKY API.

The API is still considered in Preview, so it's not currently part of the Gifts connector (in the future, when it reaches maturity/stability we'll get it added to the connector). In the meantime, since it's available in SKY API, you should be able to use the new Send an HTTP Request action to call the endpoint from within Power Automate. Let us know if you have any problems (or if you're able to accomplish what you need - any feedback good or bad is helpful!).

Thanks, and let us know if you have any questions!

@Matt Thacker
Hi, I am using the Gift v2 to create pledge today. So it “works”.

However, there is 1 problem right now that I have reported and is waiting to be debugged and fix.

But the automation is quite important for my org on one of our complex program that doing it in automation save a LOT of gift entry time and no human error. (automation opens multiple pledges depending on answer on a MS Forms, and attach MS Forms uploaded pledge agreement onto each pledge created, create constituent attribute, etc).

So this will create the pledge and you will get the gift sys id of the new pledge. Then you need to call the Add Installment endpoint:

This will add the array of installment defined by you. BUT this is “FAKE” (I call it fake as it is not properly recorded today).

When you go into the database view and open the pledge, EVERYTHING looks good as you create it. HOWEVER, if you were to make any change on the pledge gift and save, you will get an error that's related to installment. You need to “reschedule” the pledge installments in order for it to be properly recorded. This is my current email that's going to our finance gift entry team to fix everytime the automation created pledges: