Automated service order fulfillment with Claude, Freshworks CRM and SLA escalation Solution

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Relevant for managed services and support workflows.

🚀 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 Webhook — copy the webhook URL and point it from your booking form or website checkout Stripe — add your Stripe secret key to the HTTP Request node; set the correct payment_intent field name from your payload Claude (Anthropic) — connect your Anthropic API credential; claude-sonnet-4-6 or higher recommended Freshworks CRM — connect your Freshworks credential; set your domain in the HTTP Request upsert node (e.g. yourcompany.freshsales.io) Postmark — add your Postmark Server Token to the HTTP Request nodes; update the sender email address Slack — connect Slack OAuth2; set your ops/dispatch channel in the alert nodes (e.g. #dispatch-alerts) Google Sheets — connect Google Sheets OAuth2; set your spreadsheet ID and sheet name in the log nodes 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 kumar@smartflowcraft.com https://www.smartflowcraft.com/contact More free templates https://www.smartflowcraft.com/AlekSystem-templates

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