Sharing my Power Automate template: SKY API Based Custom Tab for BBCRM and Altru

- Description: With the new release of BBCRM and Altru comes the new SKY APIs for each system. With that means that now it is even easier to use Power Automate to facilitate a number of scenarios in BBCRM and for the first time in Altru . This example is a porting of the “All In One” approach to create a custom tab in each system that displays the weather data for the Constituent based on Primary Address. As like in the similar example, the idea is that you can replace the weather data with other external data you wish to pull into the system, or data you are maintaining that you wish to display in a custom format without creating a native form.


- Required connections: SKY Add-ins Connector (namely the Send an HTTP Request action) and MSN Weather


- Suggested skill level required to use this template: Intermediate


- Configuration details: Limited configuration needed to get the example working Out of the Box. The main one being selecting if you'll be using this in BBCRM (default) or Altru.


- Category: Integration


- Instructions: See https://github.com/glenhutson/BlackbaudCustomizations/tree/main/BBCRM-Altru/BBCRM-Altru-AIO-Example for full details.

NOTE: This does require the new version of BBCRM and Altru. Altru customers will be getting the update in waves soon and BBCRM customers currently need to be in Blackbaud Cloud Operations with Service Pack 33.

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