Email Notifications and Alerts

Configure Uplevel's email alerts, customize subject and body with variables, and route notifications into Autotask, ConnectWise, RepairShopr, or Halo PSA.

Configuration Updated August 21, 2025

Uplevel alerts notify you by email when something needs attention at a client site. The format is configurable, and the resulting messages can be routed straight into a PSA or ticketing system to open tickets automatically.

Enabling alerts in the Portal

  1. Click the Profile icon in the top-right of the Uplevel Portal.
  2. Go to Settings › Notifications.
  3. Configure the email subject line and body using the variables listed below.

Available variables

Both the subject line and body accept {variable} placeholders. The system substitutes them at send time.

  • {severity} — alert level: INFO, WARN, or ALERT.
  • {customer} — affected customer name.
  • {site} — specific site experiencing the issue.
  • {description} — plain-language explanation of what happened.

The variables can be copied directly from the instructions shown above the Email Subject Line field in the Portal.

Recommended template

  • Subject line: {severity} - {customer} - {site}
  • Body: {severity} - {customer} - {site} {description}

This gives you quick at-a-glance context in the inbox and works well with PSA email parsers and text-to-speech tools.

Sample configuration

Notification settings showing the variable-driven template

Routing alerts into a PSA

Uplevel alert emails can feed straight into the email-to-ticket input of most PSAs. Setup notes for the more common platforms follow; if your PSA isn’t listed, contact its support team for inbound-email connector setup and email support@uplevelsystems.com — we’re happy to coordinate with them.

Autotask

Autotask’s email-to-ticket pipeline accepts inbound mail directly from Uplevel alerts. The screenshots below show the relevant configuration screens; see the Autotask product site for product documentation.

Autotask email configuration screen 1

Autotask email configuration screen 2

Autotask email configuration screen 3

ConnectWise

Configure an Email Connector or shared inbox in ConnectWise to receive Uplevel alerts. ConnectWise’s own documentation is authoritative:

ConnectWise email connector configuration screen 1

ConnectWise email connector configuration screen 2

ConnectWise email connector configuration screen 3

RepairShopr

RepairShopr supports email-to-ticket. We have limited documentation for it at this time — if you have a working configuration, share it at support@uplevelsystems.com and we’ll expand this section.

RepairShopr alert configuration

Halo PSA

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

  1. Create a new rule and set the basics:
    • Name the rule.
    • Set Use to New Ticket (New & Existing Ticket also works).
    • Set the precedence order.
    • Enable the rule.
  2. Set Criteria to match Uplevel alert emails:
    • Field: Email Subject
    • Rule type: Contains
    • Value: the part of the subject line that identifies the customer (the {customer} substitution from your template).
  3. Configure Outcomes:
    • Customer: set to the matching customer.
    • User: set to an appropriate contact for that customer.
    • Status: optionally set to In Progress if you want tickets pre-triaged.

That’s enough for a basic alert-to-ticket flow. For finer-grained routing, include the Uplevel device name in your subject-line template and match on that as well.

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