Power Platform Community Forum Thread Details

Help please! New-ish Data analyst who's very new to using Power Automate!

I work for an organisation that uses Raiser's Edge database and Raiser's Edge NXT to store data about all our individual supporters who we call constituents.
🎯 What I’m Trying to Achieve

I want to automate a process that identifies constituents in Raiser's Edge NXT involved in our “Memory Tree” initiative and takes action based on their engagement and contact status.

🔄 Flow Logic and Required Actions

Manually trigger the flow (Instant cloud flow).
Retrieve multiple constituents who either:
- Have a constituent code = “Memory Tree”, or
- Have a custom field with the value “Memory Tree”

❗ I need to know how to do this using the connector — there is no “List constituents” action, and “Search for a constituent” only returns one result. I need to retrieve multiple matching constituents so I can loop through them.

For each matching constituent, I need to:
- Retrieve their actions using the connector.
- Check if any action:
  - Has type = “Mailing - FR”
  - AND the subject starts with “Memory Tree”
If such an action exists, I then need to:
- Check if the constituent has:
  - A valid email address, or
  - A consent status such as “Opted In”
If either condition is true, I want to:
- Send an email (e.g., to notify a team member, log the case, or trigger a follow-up)

What I’m Trying to Achieve I want to automate a process that identifies constituents involved in our “Memory Tree” initiative and takes action based on their engagement and contact status. 🔄 Flow Logic and Required Actions:
Manually trigger the flow (Instant cloud flow).

Retrieve multiple constituents who either: Have a constituent code = “Memory Tree”, or Have a custom field with the value “Memory Tree” ❗ I need to know how to do this using the connector — there is no “List constituents” action, and “Search for a constituent” only returns one result.

For each matching constituent, I need to: Retrieve their actions using the connector. Check if any action: Has type = “Mailing - FR” AND the subject starts with “Memory Tree”
If such an action exists, I then need to: Check if the constituent has: A valid email address, or A consent status such as “Opted In” If either condition is true, I want to: Send an email (e.g., to notify a team member, log the case, or trigger a follow-up)

There seem to be an endless number of actions to use - I can't seem to find any of the actions that are appropriate and that wouldnt overly complicate my flow.

Please can you tell me the actions in Power automate - Blackbaud connector that will achieve this?

Categories:

Using connectors