All templates

Automated Vivantio SLA Escalation Alerts

Every hour, WebRun opens Vivantio, checks every open ticket's time remaining against its SLA target, creates a Trello escalation card the moment one has less than 30 minutes left, and drafts a WhatsApp update for the client once the ticket is resolved, ready for an agent to send.

Runs on WebRun · Strict Lockdown policy
Every hour WebRunorchestrates each step
1 Vivantio check tickets against SLA targets
2 Trello create the escalation card
3 WhatsApp draft the client update for review
In short

How do I escalate Vivantio tickets before they breach SLA?

WebRun checks every open Vivantio ticket every hour against its SLA target, and the moment one has under 30 minutes left, it creates a tracked Trello escalation card with the client and technician. Once the ticket is resolved, it drafts a WhatsApp client update for an agent to review and send, so nothing breaches silently.

  • At risk tickets get an escalation card before they breach, not after
  • Clients get an accurate resolution update instead of silence
  • Technicians see exactly which tickets need attention this hour

Built for MSPs · enterprise IT support · B2B service teams · service desk managers

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.vivantio.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Vivantio - check tickets against SLA targets
    vivantio.com
    WebRun in Vivantio: check tickets against SLA targets
    WebRun opens Vivantio to check tickets against SLA targets.
    • Open Vivantio and filter tickets to open with an active SLA clock
    • Calculate the time remaining before each ticket's resolution target
    • Flag any ticket with less than 30 minutes remaining
    • Capture the assigned technician and client for each

    Done when Every ticket's SLA time remaining is calculated and at risk ones are flagged.

  3. 2
    Trello - create the escalation card
    trello.com
    WebRun in Trello: create the escalation card
    WebRun opens Trello to create the escalation card.
    • Create an escalation card for each at risk ticket
    • Include the client, SLA deadline, and assigned technician
    • Move the card to Done once Vivantio shows the ticket resolved

    Done when An escalation card exists and is tracked for every at risk ticket.

  4. 3
    WhatsApp - draft the client update for review
    whatsapp.com
    WebRun in WhatsApp: draft the client update for review
    WebRun opens WhatsApp to draft the client update for review.
    • Draft a client update once Vivantio shows the ticket resolved
    • Reference the ticket and what was fixed
    • Save every draft for an agent to review and send. Never send to the client directly

    Done when A ready to review client update draft exists for every resolved escalation.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.vivantio.com
ScheduleRuns automatically on this cadence
Every hour
DeliveryHow each run's result reaches you
Escalation card · Trello
OutputWhat each run produces - A tracked Trello escalation card plus a drafted WhatsApp client update once resolved.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will WebRun message the client once the ticket is resolved?

No. It only drafts the WhatsApp update. An agent reviews it against the actual resolution and sends it themselves.

How close to breaching does a ticket need to be for an escalation card?

Under 30 minutes remaining on the SLA clock by default, so the escalation card stays reserved for tickets genuinely at risk.

What happens to the Trello card once the ticket is resolved?

It moves to Done automatically on the next hourly check once Vivantio shows the ticket closed.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.