Prospects in Identification Power Automate email alert
Hi all,
Has anyone set up a flow that alerts you via email when one of your prospects in the Prospect Status of "Identification" makes a gift? I've been trying to wrap my head around how to set this one up. Currently I have an NXT list created, grouping them together by the Prospect Status.
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Answers
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You can do this one of 2 ways:
- Webhook API - trigger a flow whenever a gift is created in RE NXT. In the flow you can check if the constituent has prospect status of Identification
- Scheduled flow - trigger to run every X number of hours or daily/weekly. In the flow you will check for gift made in the past X number of hours or day/week (align with the trigger) where constituent prospect status is Identification (use Query API is likely the best here).
2 -
@Alex Wong do you have any templates that you have used for this or example of how to set it up?
0 -
there are template using Query API, for doing gift digest, webhook ,etc
however, there isn't a template that does exactly what you want.
options:
- take a look at the various template and learn the way through trying them out
- then start modifying one that does exactly what you want
- while not the most efficient, starting with this template is likely the easiest to start.
- hire power automate consultant that can help you create the specific automation you want
- There are many consultants on community that can help, including myself, so if you are interested in taking down this path, email me at alex.wong@ffxconsulting.co
1 - take a look at the various template and learn the way through trying them out
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