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The Opereit connector for Freshdesk, a Freshworks custom app, adds an Opereit card to the ticket sidebar. Agents click Create a claim to open the claim form, so they can file a carrier claim for a shipment without leaving the ticket.
The connector is currently private, and an administrator of your Freshdesk account must install it. Before you start, get the connector package, opereit-freshdesk-module.zip, from your Opereit contact.
The connector connects to your Opereit account with an API key. Create one first.
In the steps below, replace YOUR-COMPANY with your own Freshworks account name, the part before .freshdesk.com in your Freshdesk address.
1

Create an API key

Follow the API keys guide to create an API key. Keep the Key ID and Key Password at hand for step 8.
2

Open your Freshworks developer account

The administrator goes to the developer account for your Freshworks account:
Open the Custom Apps tab and click Create New App.
Freshworks developer account with the Custom Apps tab selected and the Create New App button
3

Upload the connector

Since the connector is private, it won’t appear in the Freshworks Marketplace. Upload it as a custom app instead:
  1. Select Custom App.
  2. Select the account to install it on. Choose the main Freshdesk account your team uses.
  3. Upload opereit-freshdesk-module.zip.
  4. Name the app Opereit.
  5. Click Save and Continue.
Create a new app screen with Custom App selected, the Freshdesk account chosen, and the Opereit zip ready to upload
4

Fill in the app information

Freshworks saves the app as a Draft. On the App information tab, enter the details below, then click Save and Continue.Name
Overview
Short Description
App information tab filled in with the name, overview and short description
5

Add the logo

On the Media and Installation tab, click Replace App icon and upload the Opereit logo.Download the Opereit logo
Media and Installation tab with the Opereit logo as the app icon
6

Add the support details and publish

Scroll down to Support Details. Enter support@opereit.ai as the Support Email. The other fields are optional.Click Save and Publish. Freshworks publishes the app internally, for your account only.
Support Details section with the support email filled in and the Save and Publish button
7

Install the connector in Freshdesk

Go to the apps management page of your Freshdesk account:
Find Opereit in the list of custom apps and click Install.
Freshdesk Admin Apps page listing the Opereit custom app with an Install button
8

Enter the API key

On the Configuration page, enter the API Key ID and the API Key Password you created in step 1, then click Install.
Opereit configuration page with API Key ID and API Key Password fields
Freshdesk stores the password securely and hides it once you save.
9

Start filing claims

You’re done. Open any ticket and look for the Opereit card in the right sidebar. Click Create a claim. The claim form opens in a window.
Opereit card in the Freshdesk ticket sidebar with a Create a claim button

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File a claim

Fill in the sections, then click Create claim. Fields marked with * are required. Create claim stays disabled until all of them are filled in, and a note above the buttons tells you why.
The claim form window with the Shipment and Documents sections, ready to fill in

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Shipment

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Documents

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Items

Choose the Currency, then add up to 3 items. Each item has a Description, a Quantity and a Unit price. Opereit calculates each item’s total and the Claimed amount for you.

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Origin and destination

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After you create the claim

Opereit creates the claim automatically and uploads your documents. The window shows the new claim number. Click Create another claim to file another one, or Close to return to the ticket.
Claim created confirmation showing the new claim number
From here, Opereit keeps you posted on the claim until you get your refund. If a document can’t be attached, the claim is still created. Click Retry to try the upload again, or Continue without these to finish.

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Troubleshooting

The API key is wrong or has been revoked. Create a new key as described in the API keys guide, then update it in Freshdesk:
  1. Go to the apps management page of your Freshdesk account:
  2. Find Opereit, click Settings, then Edit settings.
    Opereit in the custom apps list with the Settings menu open and Edit settings highlighted
  3. Enter the new API Key ID and API Key Password, as in step 8 of the installation, and save your changes.
Opereit allows one open claim per shipment. Contact Opereit support if you need to fix the earlier claim.
Fill in every required field marked with *. For a Damaged claim, also upload at least one photo. Fix any field that shows an error, such as an invalid phone number or an item without a price.
Last modified on October 8, 2026