Email Notifications - Alerts

Email Notifications - Alerts

Email Notifications - Alerts

Uplevel alerts notify you by email when something needs attention at a client site. You can customize how these emails look, and route them directly into your PSA or ticketing system to create tickets automatically.

Enable in the UL Portal

  • Click your Profile icon in the top right corner of the Uplevel Portal.
  • Go to Settings > Notifications.
  • Configure your email subject line and body using the available variables.

    • Customize Your Alert Emails

    Both the subject line and body fields accept variables wrapped in curly braces. The system fills these in automatically when an alert fires, so every email arrives with the details you need.

    Available variables:

    • {severity} - Alert level: INFO, WARN, or ALERT
    • {customer} - The affected customer name
    • {site} - The specific site experiencing the issue
    • {description} - A plain-language description of what happened

    You can copy and paste these variables directly from the instructions shown above the "Email Subject Line" field in the Portal.

    Subject Line: {severity} - {customer} - {site}

    Body: {severity} - {customer} - {site} {description}

    This format gives you quick-glance context in your inbox and works well with PSA email parsers and text-to-speech software.

    Sample Configuration




    Configuring PSA and Ticketing Systems

    Uplevel alert emails can feed directly into your PSA to generate tickets automatically. Below are setup notes for common platforms. Most PSAs that support inbound email-to-ticket are compatible, even if not listed here.

    Notes
    Need help with a PSA not covered below? Contact your PSA support team for their email connector setup, and reach out to Uplevel Support at support@uplevelsystems.com. We are happy to work with your PSA team to get things connected.

    Most PSA's are supported, though not addressed in this document. Please contact your PSA Support Team for further details about your PSA setup. Uplevel Support Team is happy to work with your PSA Support to come up with a solution. 

    Autotask Setup: AutoTask Website







    ConnectWise Connectwise Website

    Configure an Email Connector or shared inbox in ConnectWise to receive Uplevel alerts. For detailed instructions, visit the ConnectWise documentation:







    RepairShopr Setup: RepairShopr Website

    We have limited documentation on RepairShopr at this time. If you have tips or configurations that work well, let us know at support@uplevelsystems.com so we can expand this section for the community.


    Halo PSA  Halo PSA Website

    Warning
    We have limited documentation on Halo PSA at this time. If you have tips or configurations that work well, let us know at support@uplevelsystems.com so we can expand this section for the community.

    To route Uplevel alerts into Halo PSA, create an email processing rule:

    1. Create a New Rule and configure the basics:
      • Give the rule a name.
      • Set the Use field to New Ticket ("New & Existing Ticket" also works).
      • Set the precedence order.
      • Enable the rule.
    2. Set the Criteria to match Uplevel alert emails:
      • Field: Email Subject
      • Rule Type: Contains
      • Value: The portion of the email subject that identifies the customer (based on your subject line template above).
    3. Configure the Outcomes:
      • Customer: Set to the appropriate customer value.
      • User: Set to an appropriate contact for that customer.
      • Status: Optionally set to "In Progress" if you want tickets pre-triaged.

    This creates a basic alert-to-ticket flow. You can also include the Uplevel device name in the subject line template if you want more granular ticket routing.


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