Gift endpoints for linked opportunities
We'd like to be able to retrieve information from a gift about its linked proposal - specifically name, purpose and amount applied. We want to include this as part of a Power Automate gift log.
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Shelby Lewis
- May 26 2021
Related ideas
Linking gifts to an opportunity is important for quality reporting. It is even more important to automate this because processors often forget to link the gift. There is currently a bug when they link the gift that it does not update the funded amount correctly. I also have a routine to fix this but would like the ability to link the gift automatically when it has been missed.