Adding giving levels to workflow criteria

It would be great (imo) if there was an option in Workflow designer to create a giving level when a donation is received, rather than just greater than, less than or equal to a donation amount. I was hoping to set up a workflow that would automatically create an action for a fundraiser to thank a donor, and who will do the thanking depends on the amount donated. I have as a second step that if the donor is assigned to a fundraiser, that fundraiser will do the thank you, but not all of the donors are assigned a fundraiser. My workaround right now is that I do not assign a criteria to the workflow, and then when a donation comes in, I assign the workflow to a fundraiser depending on the amount. However, that's a manual step in what is supposed to be an automated process :) Unless I am missing something? Support did not seem to think so …

Comments

  • Austen Brown
    Austen Brown Community All-Star
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    @Rachel Davey - You are not missing anything, unfortunately conditional logic is not possible through NXT Workflows. Power Automate on the other hand is more than capable of accomplishing what you are looking to build. If you are interested in this possibility, check out AutomateGenius. We specialize in creating automated workflows that assist non-profits with data maintenance, generating reports, personalizing communications to donors, and much more.


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

    @Rachel Davey Here is a sample flow if you want to got he Power Automate route -