Sharing my Power Automate template: Opportunity Linked Gift Audit

Description:

This flow will pull a list of opportunities from RENXT and compare the funded amount to the amount of the linked gifts. Then send an email to the operations team if the totals don’t match.

Required connections:

Blackbaud Raiser’s Edge NXT Constituents
Blackbaud Raiser’s Edge NXT Gifts
Blackbaud Raiser’s Edge NXT Prospects
Office 365 Outlook
Microsoft Teams

Suggested skill level:

Beginner

Configuration details:

Begin by creating an opportunity list in RENXT that is filtered by:

• Opportunity Status = (your choice) Use the statuses your organization uses to track funded opportunities.
• Funded Amount = Greater than $0.00
• Purpose = (your choice).

Download the flow:

• Visit Getting Started in the Blackbaud community if you need support.

Set up the Flow

1. Update the recurrence trigger to suit your organization's schedule.
   • This flow is set to run on the first of every month at 8 am.
2. In the “Select actions list from RENXT” step, Update the Action List
   • Link the list to the dynamic action list you created in RENXT.
3. Update the “Append constituent info to array variable” step.
4. Update the “Send an email (V2) notification if there are discrepancies” step
   • Replace the email address in the “To” field.
   • Update the email subject & body as needed.
   • Replace the email address in the “From (Send as)” field.
   • Replace the email address in the “Reply To” field.
   • Disable static result
5. Update the “Post message in a chat or channel” step.
   • Disable static result

Category:

Automation, Data Management

Notes:

This flow expands on a flow published by @Austen Brown titled “Upcoming Opportunity Notification.” You can download that flow at https://community.blackbaud.com/forums/viewtopic/586/55255

This flow incorporates an error-handling method presented at the 2023 bbdevdays by @Alex Wong. You can learn more at https://youtu.be/WbUvc50Or-E?si=RuoQ9dVpWnqa9Lgc

OpportunityLinkedGiftAudit_20240523154955.zip