Automate service order fulfillment with Claude, Freshworks CRM and SLA escalation
Needs changesNeeds changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.
What to replace before upgrading
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) Extract Order Details (v1.8) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Rarely used nodes in this template: n8n-nodes-base.freshworksCrm
Nodes used (11)
- Webhook
n8n-nodes-base.webhook - Code
n8n-nodes-base.code - HTTP Request
n8n-nodes-base.httpRequest - If
n8n-nodes-base.if - Google Sheets
n8n-nodes-base.googleSheets - AI Agent
@n8n/n8n-nodes-langchain.agent - Anthropic Chat Model
@n8n/n8n-nodes-langchain.lmChatAnthropic - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Freshworks CRM
n8n-nodes-base.freshworksCrm - Wait
n8n-nodes-base.wait - Slack
n8n-nodes-base.slack
What it does
🚀 How it works Fully automates your service order pipeline from incoming booking to supplier confirmation — with built-in SLA enforcement and automatic escalation if a supplier goes silent. - 📥 Receives orders via webhook from your booking form or website - 💳 Verifies payment against Stripe before processing anything - 🤖 Extracts and structures order details (service type, address, date, priority) using Claude AI - 👤 Upserts the customer contact and creates a deal in Freshworks CRM automatically - 📧 Sends branded confirmation emails to the customer and assigned supplier via Postmark - ⏱️ Enforces a 4-hour supplier acceptance SLA — escalates automatically if no response - 🔁 Reassigns to a backup supplier and retries for 2 hours before flagging for manual review - 🚨 Alerts your team on Slack if manual intervention is required - 📊 Logs every outcome (confirmed, reassigned, escalated) to Google Sheets for full audit trail 🛠️ Set up steps Estimated setup time: ~30 minutes 1. Webhook — copy the webhook URL and point it from your booking form or website checkout 2. Stripe — add your Stripe secret key to the HTTP Request node; set the correct paymentintent field name from your payload 3. Claude (Anthropic) — connect your Anthropic API credential; claude-sonnet-4-6 or higher recommended 4. Freshworks CRM — connect your Freshworks credential; set your domain in the HTTP Request upsert node (e.g. yourcompany.freshsales.io) 5. Postmark — add your Postmark Server Token to the HTTP Request nodes; update the sender email address 6. Slack — connect Slack OAuth2; set your ops/dispatch channel in the alert nodes (e.g. dispatch-alerts) 7. Google Sheets — connect Google Sheets OAuth2; set your spreadsheet ID and sheet name in the log nodes 8. Follow the sticky notes inside the workflow — each section has a one-liner setup guide 📋 Prerequisites - Stripe account with payment intents enabled - Anthropic API key (Claude API access) - Freshworks CRM account (Growth plan or higher for API access) - Postmark account with a verified sender domain - Slack workspace with a bot or OAuth2 app - Google Sheets spreadsheet set up as your audit log --- Custom Workflow Request with Personal Dashboard [email protected] https://www.smartflowcraft.com/contact More free templates https://www.smartflowcraft.com/n8n-templates