Automation

Stop chasing approvals. Let rules do the work.

Manual handoffs. Missed escalations. Approval requests that sit in an inbox until an SLA breaches. Every service team has automation that should exist but doesn't — because building it felt like a development project. Vivantio's no-code automation engine changes that.

No developer required. Trigger-condition-action, configured by your admin team.

Vivantio automation — no-code workflow rule builder

Service teams at leading organisations trust Vivantio

The problem it solves

Your team is doing work a rule could do for them.

Every service team has a manual tax — repetitive actions that happen the same way, every time, and don't require human judgement. They just require a human.

  • Tickets routed manually because there's no routing rule
  • Approval requests sitting in inboxes while SLA clocks run
  • Escalations missed because no one triggered them in time

Without automation…

New ticket arrives — someone manually routes it to the right queue

Approval request sits in an inbox while the SLA clock keeps running

SLA breach happens because the escalation wasn't triggered in time

What automation does

Events trigger actions. No code. No delay.

Trigger-based workflow automation

Any event can trigger any action — across any record type

Vivantio automation fires when something changes: a ticket is logged, a field is updated, a status transitions, a date is reached. Each trigger evaluates a set of configurable conditions, then executes one or more actions — routing, field updates, task creation, notifications, status changes. Rules chain together to form multi-step workflows, all configured without code.

  • Triggers on any field change, status transition or scheduled date
  • Conditional logic with and/or nesting — handle exceptions without extra rules
  • Actions across tickets, requests, assets, changes and approvals
See how automation fits ITIL processes
Vivantio automation — trigger-condition-action rule builder
Approval workflows

Multi-step approvals that move at the pace your process requires

Vivantio approval workflows handle simple and complex approval chains — sequential, parallel, role-based or individual. Each step has configurable time limits: approvers who don't respond within the window auto-escalate. Approvals are available in the agent workspace and via email, so stakeholders outside the tool don't block the process. Full audit trail maintained throughout.

  • Sequential, parallel and conditional approval paths
  • Time-limited steps with automatic escalation on timeout
  • Email-based approval for external stakeholders
Vivantio automation — multi-step approval workflow builder
Notifications & escalation chains

The right person knows before a breach becomes a problem

Vivantio automation keeps everyone in the loop without anyone manually chasing status. Configurable notification rules fire on key events — SLA thresholds, reassignments, ticket age, priority changes. Escalation chains move work to the right supervisor or team when it stalls. Users get updates on their requests without logging in to check.

  • SLA-threshold notifications at configurable breach percentages
  • Escalation rules based on ticket age, reassignment count or priority
  • User-facing status notifications by email, portal or both
See how AI Enrich adds escalation risk signals
Vivantio automation — escalation rules and notification configuration
Recognised by the teams who rely on our automation every day
Common questions

Automation: what teams ask us

What can Vivantio automate in a service desk?

Vivantio can automate any action that follows a rule — ticket routing by type, team or priority; approval chains with multi-step and parallel approver options; SLA breach notifications; escalation to a supervisor when a ticket goes stale; notification emails on status changes; and fulfilment tasks on service request approval. Automation is configured through a no-code rule builder, not custom code.

Does Vivantio automation require coding skills?

No. Vivantio automation is built through a visual rule editor — trigger, conditions, actions — without any code. Admins configure and modify automation rules directly. For teams with complex logic, rules can be chained and conditions nested, but a developer is not required at any stage.

How does automation work with ITIL processes?

Vivantio automation operates within the ITIL process structure configured on the platform. Incident escalation rules fire within the incident lifecycle; change approval chains run as part of the change management workflow; request fulfilment tasks trigger on approval. Automation enforces the process — it does not bypass it.

Can Vivantio automate approvals across multiple teams?

Yes. Vivantio supports multi-step approval workflows with sequential, parallel and conditional approver paths. Approvals can be assigned to individuals, teams or roles. Time-limited steps can auto-escalate if an approver does not respond. Approval state tracks across the full chain and is visible to all stakeholders.

See it in action

Less manual work. More time on what needs a human.

We'll show you how Vivantio automation maps to your current manual processes — and what it takes to configure the first rules.

~30-minute demo No commitment Built around your process