Approve held enrollments in bulk

curl --request POST \
  --url https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/approve \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "507f1f77bcf86cd799439011",
  "ids": [
    "6702b4c1e8a9f3d2c1b0a987",
    "6702b4c1e8a9f3d2c1b0a988",
    "6702b4c1e8a9f3d2c1b0a989"
  ],
  "note": "Approved for the Q4 enterprise push"
}
'

import requests

url = "https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/approve"

payload = {
    "user_id": "507f1f77bcf86cd799439011",
    "ids": ["6702b4c1e8a9f3d2c1b0a987", "6702b4c1e8a9f3d2c1b0a988", "6702b4c1e8a9f3d2c1b0a989"],
    "note": "Approved for the Q4 enterprise push"
}
headers = {
    "x-api-key": "<api-key>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {'x-api-key': '<api-key>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    user_id: '507f1f77bcf86cd799439011',
    ids: [
      '6702b4c1e8a9f3d2c1b0a987',
      '6702b4c1e8a9f3d2c1b0a988',
      '6702b4c1e8a9f3d2c1b0a989'
    ],
    note: 'Approved for the Q4 enterprise push'
  })
};

fetch('https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/approve', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/approve",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'user_id' => '507f1f77bcf86cd799439011',
    'ids' => [
        '6702b4c1e8a9f3d2c1b0a987',
        '6702b4c1e8a9f3d2c1b0a988',
        '6702b4c1e8a9f3d2c1b0a989'
    ],
    'note' => 'Approved for the Q4 enterprise push'
  ]),
  CURLOPT_HTTPHEADER => [
    "Content-Type: application/json",
    "x-api-key: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/approve"

	payload := strings.NewReader("{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"ids\": [\n    \"6702b4c1e8a9f3d2c1b0a987\",\n    \"6702b4c1e8a9f3d2c1b0a988\",\n    \"6702b4c1e8a9f3d2c1b0a989\"\n  ],\n  \"note\": \"Approved for the Q4 enterprise push\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("x-api-key", "<api-key>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/approve")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"ids\": [\n    \"6702b4c1e8a9f3d2c1b0a987\",\n    \"6702b4c1e8a9f3d2c1b0a988\",\n    \"6702b4c1e8a9f3d2c1b0a989\"\n  ],\n  \"note\": \"Approved for the Q4 enterprise push\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/approve")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["x-api-key"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"ids\": [\n    \"6702b4c1e8a9f3d2c1b0a987\",\n    \"6702b4c1e8a9f3d2c1b0a988\",\n    \"6702b4c1e8a9f3d2c1b0a989\"\n  ],\n  \"note\": \"Approved for the Q4 enterprise push\"\n}"

response = http.request(request)
puts response.read_body

{
  "ok": 2,
  "failed": [
    {
      "id": "6702b4c1e8a9f3d2c1b0a989",
      "reason": "This enrollment is not awaiting approval"
    }
  ]
}

{
  "message": [
    "ids must contain no more than 500 elements"
  ],
  "error": "Bad Request",
  "statusCode": 400,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Forbidden resource",
  "error": "Forbidden",
  "statusCode": 403,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "This Idempotency-Key was already used with a different request body.",
  "error": "Conflict",
  "statusCode": 409,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Rate limit of 300 requests per minute exceeded. Retry in 12s.",
  "error": "Too Many Requests",
  "statusCode": 429,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Internal server error",
  "error": "Internal Server Error",
  "statusCode": 500,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Sequencer service unreachable",
  "error": "Bad Gateway",
  "statusCode": 502,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Sequencer service timed out",
  "error": "Gateway Timeout",
  "statusCode": 504,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

Enrollments

Approve held enrollments in bulk

Approves up to 500 enrollments a rule of engagement is holding for approval: the bulk form of Approve a held enrollment. Find them with List enrollments and pending_reason=approval. Each approved enrollment starts its cadence; if its sequence is off, it stays pending and starts when the sequence is turned on.

user_id must be the sequence’s author, the team owner or a team admin, and the person who enrolled a contact cannot decide on it unless they are the team owner or an admin. note is recorded on each approval decision and its approval_granted timeline event.

The ids are processed one at a time and one failure does not stop the rest. ok counts approvals; failed lists each id that was not approved, with the reason — for example This enrollment is not awaiting approval or Only the sequence owner or a team admin can approve or reject this enrollment. A repeat lists the already-approved ids under failed, so send an Idempotency-Key when you retry. Counts toward the Sequencer writes rate limit.

POST

sequencer

enrollments

bulk

approve

Approve held enrollments in bulk

curl --request POST \
  --url https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/approve \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "507f1f77bcf86cd799439011",
  "ids": [
    "6702b4c1e8a9f3d2c1b0a987",
    "6702b4c1e8a9f3d2c1b0a988",
    "6702b4c1e8a9f3d2c1b0a989"
  ],
  "note": "Approved for the Q4 enterprise push"
}
'

import requests

url = "https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/approve"

payload = {
    "user_id": "507f1f77bcf86cd799439011",
    "ids": ["6702b4c1e8a9f3d2c1b0a987", "6702b4c1e8a9f3d2c1b0a988", "6702b4c1e8a9f3d2c1b0a989"],
    "note": "Approved for the Q4 enterprise push"
}
headers = {
    "x-api-key": "<api-key>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {'x-api-key': '<api-key>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    user_id: '507f1f77bcf86cd799439011',
    ids: [
      '6702b4c1e8a9f3d2c1b0a987',
      '6702b4c1e8a9f3d2c1b0a988',
      '6702b4c1e8a9f3d2c1b0a989'
    ],
    note: 'Approved for the Q4 enterprise push'
  })
};

fetch('https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/approve', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/approve",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'user_id' => '507f1f77bcf86cd799439011',
    'ids' => [
        '6702b4c1e8a9f3d2c1b0a987',
        '6702b4c1e8a9f3d2c1b0a988',
        '6702b4c1e8a9f3d2c1b0a989'
    ],
    'note' => 'Approved for the Q4 enterprise push'
  ]),
  CURLOPT_HTTPHEADER => [
    "Content-Type: application/json",
    "x-api-key: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/approve"

	payload := strings.NewReader("{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"ids\": [\n    \"6702b4c1e8a9f3d2c1b0a987\",\n    \"6702b4c1e8a9f3d2c1b0a988\",\n    \"6702b4c1e8a9f3d2c1b0a989\"\n  ],\n  \"note\": \"Approved for the Q4 enterprise push\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("x-api-key", "<api-key>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/approve")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"ids\": [\n    \"6702b4c1e8a9f3d2c1b0a987\",\n    \"6702b4c1e8a9f3d2c1b0a988\",\n    \"6702b4c1e8a9f3d2c1b0a989\"\n  ],\n  \"note\": \"Approved for the Q4 enterprise push\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/approve")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["x-api-key"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"ids\": [\n    \"6702b4c1e8a9f3d2c1b0a987\",\n    \"6702b4c1e8a9f3d2c1b0a988\",\n    \"6702b4c1e8a9f3d2c1b0a989\"\n  ],\n  \"note\": \"Approved for the Q4 enterprise push\"\n}"

response = http.request(request)
puts response.read_body

{
  "ok": 2,
  "failed": [
    {
      "id": "6702b4c1e8a9f3d2c1b0a989",
      "reason": "This enrollment is not awaiting approval"
    }
  ]
}

{
  "message": [
    "ids must contain no more than 500 elements"
  ],
  "error": "Bad Request",
  "statusCode": 400,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Forbidden resource",
  "error": "Forbidden",
  "statusCode": 403,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "This Idempotency-Key was already used with a different request body.",
  "error": "Conflict",
  "statusCode": 409,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Rate limit of 300 requests per minute exceeded. Retry in 12s.",
  "error": "Too Many Requests",
  "statusCode": 429,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Internal server error",
  "error": "Internal Server Error",
  "statusCode": 500,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Sequencer service unreachable",
  "error": "Bad Gateway",
  "statusCode": 502,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Sequencer service timed out",
  "error": "Gateway Timeout",
  "statusCode": 504,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

Approves up to 500 enrollments a rule of engagement is holding for approval. Each one goes through Approve a held enrollment, with the same permission checks and the same result: it starts its cadence or, if its sequence is off, waits in pending until the sequence is turned on.

# 1. Collect the queue
curl 'https://client-api.salesfinity.co/v2/sequencer/enrollments?pending_reason=approval&limit=100' \
  -H 'x-api-key: YOUR_API_KEY'

# 2. Approve the ones you have reviewed
curl -X POST 'https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/approve' \
  -H 'x-api-key: YOUR_API_KEY' -H 'content-type: application/json' \
  -H 'Idempotency-Key: 3f6b1c8e-2a4d-4e7b-9c5a-0d8e6f2b4a17' \
  -d '{ "user_id": "MANAGER_ID", "ids": ["ENROLLMENT_ID_1", "ENROLLMENT_ID_2"], "note": "Approved for the Q4 enterprise push" }'

{
  "ok": 2,
  "failed": [{ "id": "6702b4c1e8a9f3d2c1b0a989", "reason": "This enrollment is not awaiting approval" }]
}

The ids are processed one at a time, and one failure does not stop the rest. failed gives each refusal’s reason:

Reason	Cause
`This enrollment is not awaiting approval`	It was already decided, or never held.
`Only the sequence owner or a team admin can approve or reject this enrollment`	`user_id` is not the sequence’s author, the team owner or a team admin, or is the person who enrolled the contact and not the team owner or an admin.
`Sequence state not found`	The id is not an enrollment on your team.

note is recorded on each approval decision and its approval_granted event. A repeat reports the already-approved ids under failed, so send an Idempotency-Key and reuse it when you retry.

Authorizations

x-api-key

string

header

required

Team-scoped API key generated in the Salesfinity dashboard under Settings → Connections → API & Webhooks. A missing or invalid key returns HTTP 403.

Headers

Idempotency-Key

string

Makes this write safe to retry. Send a unique value, such as a UUID, and send the same value again when you retry the same request. A retry with the same key and the same request (method, path including the query string, and JSON body) returns the original successful response without acting twice. The same key with a different body or path returns 409, and so does a retry while the first request is still running; that one is safe to repeat after a moment. A request that fails frees its key, so a retry runs the write again: after a 5xx on a create, confirm with a GET before retrying. Keys are kept for 24 hours and are scoped to your team.

Body

application/json

user_id

string

required

The team member this call acts as. Must be an active member of the team the API key belongs to.

Example:

"507f1f77bcf86cd799439011"

ids

string[]

required

Enrollment ids, 1 to 500.

Maximum array length: 500

note

string

Bulk approve and bulk reject record it on each approval decision and timeline event. Bulk finish and move accept it but do not store it.

Maximum string length: 500

Response

How many succeeded, and why each of the others did not. Returned even when every id failed.

The outcome of a bulk enrollment action. The ids are processed one at a time, in the order sent, and one failure does not stop the rest.

integer

required

How many ids the action succeeded for.

failed

object[]

required

Every id the action did not succeed for, in the order sent.

Show child attributes

reassigned

integer

Bulk reassign only: the same number as ok.

Get started

MCP server

MCP reference

MCP use cases

Dialer API

Calls and analytics API

Enrichment API

Sequencer API

Approve held enrollments in bulk

Authorizations

Headers

Body

Response