Power Automate to Update Prospect Status?

Jessica White
Jessica White
Fifth Anniversary PowerUp Challenge #3 Gift Management August 2025 Monthly Challenge Badge Kudos 1
in Blackbaud Raiser's Edge NXT® APIs

Trying to build an automation to update the prospect status for people daily based on a list. I'm not finding anything in Power Automate for prospects other than “get” the prospect status. Am I missing something and if not, anyone have any workarounds?

Comments

  • Alex Wong
    Alex Wong Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 4 bbcon 2025 Attendee Badge

    @Jessica White
    no, you are not missing something, the endpoint is missing. Here are a few ideas in the IdeaBank about this that you can vote on

    https://blackbaud-developer.ideas.aha.io/ideas/API-I-306

    https://blackbaud-developer.ideas.aha.io/ideas/API-I-220

    https://blackbaud-developer.ideas.aha.io/ideas/API-I-456

    A workaround would be for your power automate to generate an import file that has the constituent id, and propsect status to update. This is the header in the CSV to use.

    ConsIDProspectStat

    then send the CSV as email attachment to yourselves to import in database view.

    This is likely the most “automation” you can do follow by manual import in dbview

  • Shelby Lewis
    Shelby Lewis
    Tenth Anniversary Kudos 1 Name Dropper Participant

    @Jessica White Funny, I was just looking into this exact thing and voted on those idea banks before seeing your posts! Would love to be able to eliminate my regular manual import of this too. Hope we get some more endpoints soon.

  • Lucien Piekut
    Lucien Piekut
    Third Anniversary Name Dropper Participant Facilitator 1

    Hi @Jessica White, in my experience some automation workarounds end up being better than a field change if they fall in better with the process!

    One approach to try is simulate a Moves Management or Workflow Designer step that triggers a Prospect Status change in system, but use the API to do that action instead.

    Some in-system actions I recall shift the prospect status (e.g., assigning a fundraiser, adding/modify/add an opportunity, constituent field change, or changing a rating)

    I would start by identifying which prospect status(es) your automation will modify.
    Then:
    • Test the front end entry that triggers the change. (who, what field, what dates get posted, etc.)
    • Make a Power Automate workflow that steps through your user list and posts the appropriate "front end" change via the API. So you might hit a different endpoint for a status change.
    • Optional but recommended: Verify via the RE NXT Prospect webhook the status change was made before going to next entry.

    The route I would start with is if Workflow Designer can modify it, then simply post API change which can trigger the designer. I haven't tried it yet, but this seems like a promising path. If you're interested in walking through or want to bounce more ideas around, feel free to PM me.

  • Luis Puesan
    Luis Puesan
    Second Anniversary Participant Kudos 1 Name Dropper
    edited April 8
    https://community.blackbaud.com/discussion/comment/270854#Comment_270854

    Hey @Alex Wong, has there been any changes on this since this reply from almost 2 years ago? Our prospect research team is interested in using PA to help move the prospect status. I notice too that the date added for prospect status is not able to be queried on database view nor web view, and you can only add the date via web view.

    My assumption is that since PA speaks to the API and since it is a value in web view, despite the fact I am not able to query, PA should be able to see/query that date added value for prospect status.

    Here are some ideas I am wondering if you believe are able to be done in todays version of PA. If you don't mind just answering if it can be done, I am sure I can figure it out!

    • If a proposal/opportunity has a status update to solicitation then the prospect status gets updated to solicitation as well, based on the date the proposal/opportunity was updated. Specifically, a proposal/opportunity that is only based on the lead solicitor on their record.
    • Being able to pull that date added field from web view, for prospect status via PA. I create dashboards for our prospect research team with Power BI, but since the date added field is not able to be queried nor exported, I cannot get that value.
  • Alex Wong
    Alex Wong Community All-Star
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    There is a new endpoint for getting prospect status history, which provides additional info such as date elapsed.

    you still cannot update prospect status via API, so first bullet is a no

    you can probably do 2nd bullet point.

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