Create one-off tasks in bulk

curl --request POST \
  --url https://client-api.salesfinity.co/v2/sequencer/tasks/bulk \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "64b7f0c2e4b0a1b2c3d4e5f9",
  "assignee_id": "64b7f0c2e4b0a1b2c3d4e5f1",
  "contacts": [
    "66f9b1e0a2c3d4e5f6a7b8c9",
    "66f9b1e0a2c3d4e5f6a7b8d2"
  ],
  "action": "call",
  "due_at": "2026-10-06T15:00:00Z",
  "priority": "high",
  "subject": "Follow up on the pricing webinar",
  "note": "Both attended on Tuesday."
}
'

import requests

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

payload = {
    "user_id": "64b7f0c2e4b0a1b2c3d4e5f9",
    "assignee_id": "64b7f0c2e4b0a1b2c3d4e5f1",
    "contacts": ["66f9b1e0a2c3d4e5f6a7b8c9", "66f9b1e0a2c3d4e5f6a7b8d2"],
    "action": "call",
    "due_at": "2026-10-06T15:00:00Z",
    "priority": "high",
    "subject": "Follow up on the pricing webinar",
    "note": "Both attended on Tuesday."
}
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: '64b7f0c2e4b0a1b2c3d4e5f9',
    assignee_id: '64b7f0c2e4b0a1b2c3d4e5f1',
    contacts: ['66f9b1e0a2c3d4e5f6a7b8c9', '66f9b1e0a2c3d4e5f6a7b8d2'],
    action: 'call',
    due_at: '2026-10-06T15:00:00Z',
    priority: 'high',
    subject: 'Follow up on the pricing webinar',
    note: 'Both attended on Tuesday.'
  })
};

fetch('https://client-api.salesfinity.co/v2/sequencer/tasks/bulk', 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/tasks/bulk",
  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' => '64b7f0c2e4b0a1b2c3d4e5f9',
    'assignee_id' => '64b7f0c2e4b0a1b2c3d4e5f1',
    'contacts' => [
        '66f9b1e0a2c3d4e5f6a7b8c9',
        '66f9b1e0a2c3d4e5f6a7b8d2'
    ],
    'action' => 'call',
    'due_at' => '2026-10-06T15:00:00Z',
    'priority' => 'high',
    'subject' => 'Follow up on the pricing webinar',
    'note' => 'Both attended on Tuesday.'
  ]),
  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/tasks/bulk"

	payload := strings.NewReader("{\n  \"user_id\": \"64b7f0c2e4b0a1b2c3d4e5f9\",\n  \"assignee_id\": \"64b7f0c2e4b0a1b2c3d4e5f1\",\n  \"contacts\": [\n    \"66f9b1e0a2c3d4e5f6a7b8c9\",\n    \"66f9b1e0a2c3d4e5f6a7b8d2\"\n  ],\n  \"action\": \"call\",\n  \"due_at\": \"2026-10-06T15:00:00Z\",\n  \"priority\": \"high\",\n  \"subject\": \"Follow up on the pricing webinar\",\n  \"note\": \"Both attended on Tuesday.\"\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/tasks/bulk")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"user_id\": \"64b7f0c2e4b0a1b2c3d4e5f9\",\n  \"assignee_id\": \"64b7f0c2e4b0a1b2c3d4e5f1\",\n  \"contacts\": [\n    \"66f9b1e0a2c3d4e5f6a7b8c9\",\n    \"66f9b1e0a2c3d4e5f6a7b8d2\"\n  ],\n  \"action\": \"call\",\n  \"due_at\": \"2026-10-06T15:00:00Z\",\n  \"priority\": \"high\",\n  \"subject\": \"Follow up on the pricing webinar\",\n  \"note\": \"Both attended on Tuesday.\"\n}")
  .asString();

require 'uri'
require 'net/http'

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

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\": \"64b7f0c2e4b0a1b2c3d4e5f9\",\n  \"assignee_id\": \"64b7f0c2e4b0a1b2c3d4e5f1\",\n  \"contacts\": [\n    \"66f9b1e0a2c3d4e5f6a7b8c9\",\n    \"66f9b1e0a2c3d4e5f6a7b8d2\"\n  ],\n  \"action\": \"call\",\n  \"due_at\": \"2026-10-06T15:00:00Z\",\n  \"priority\": \"high\",\n  \"subject\": \"Follow up on the pricing webinar\",\n  \"note\": \"Both attended on Tuesday.\"\n}"

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

{
  "created": 1,
  "tasks": [
    {
      "_id": "66fe01b7c3e4b5a6d7e8fa10",
      "team": "64b7f0c2e4b0a1b2c3d4e5f0",
      "user": "64b7f0c2e4b0a1b2c3d4e5f1",
      "created_by": "64b7f0c2e4b0a1b2c3d4e5f1",
      "contact": {
        "_id": "66f9b1e0a2c3d4e5f6a7b8c9",
        "first_name": "Theresa",
        "last_name": "Webb",
        "email": "[email protected]",
        "account": "Acme, LLC",
        "account_key": "acme",
        "title": "VP of Sales",
        "timezone": "America/Chicago",
        "phone_numbers": [
          {
            "type": "direct",
            "number": "+15125550142",
            "do_not_call": false
          }
        ],
        "last_touched_at": "2026-09-30T15:12:04.000Z"
      },
      "origin": "one_off",
      "standalone": true,
      "action": "linkedin_connect",
      "subject": "Connect after the webinar",
      "note": "Mention her question about territory planning.",
      "due_at": "2026-10-06T16:00:00.000Z",
      "priority": "medium",
      "state": "pending",
      "held_at": null,
      "sending_claimed_at": null,
      "outcome_applied_at": null,
      "created_at": "2026-10-03T16:02:11.000Z",
      "updated_at": "2026-10-03T16:02:11.000Z"
    }
  ],
  "skipped": [
    {
      "contact": "66f9b1e0a2c3d4e5f6a7b9ff",
      "reason": "Not found on this team"
    }
  ]
}

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

{
  "message": "The acting user is not an active member of this team",
  "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"
}

Tasks

Create one-off tasks in bulk

Creates one one-off task per contact, for up to 500 contacts, all with the same action, due date, priority, assignee, subject and note.

A contact that cannot be used does not fail the batch: it is returned in skipped with a reason (Not found on this team for an id outside the team) and the rest are created. A contact listed twice gets two tasks. Otherwise it behaves like POST /v2/sequencer/tasks: origin: one_off, call tasks are queued for the assignee’s dial list once for the whole batch, and assignee_id must be a member of the team.

Returns created, the created tasks with contact and sequence expanded, and skipped. Send an Idempotency-Key: a retry without one creates every task again. Counts against the Sequencer writes rate limit.

POST

sequencer

tasks

bulk

Create one-off tasks in bulk

curl --request POST \
  --url https://client-api.salesfinity.co/v2/sequencer/tasks/bulk \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "64b7f0c2e4b0a1b2c3d4e5f9",
  "assignee_id": "64b7f0c2e4b0a1b2c3d4e5f1",
  "contacts": [
    "66f9b1e0a2c3d4e5f6a7b8c9",
    "66f9b1e0a2c3d4e5f6a7b8d2"
  ],
  "action": "call",
  "due_at": "2026-10-06T15:00:00Z",
  "priority": "high",
  "subject": "Follow up on the pricing webinar",
  "note": "Both attended on Tuesday."
}
'

import requests

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

payload = {
    "user_id": "64b7f0c2e4b0a1b2c3d4e5f9",
    "assignee_id": "64b7f0c2e4b0a1b2c3d4e5f1",
    "contacts": ["66f9b1e0a2c3d4e5f6a7b8c9", "66f9b1e0a2c3d4e5f6a7b8d2"],
    "action": "call",
    "due_at": "2026-10-06T15:00:00Z",
    "priority": "high",
    "subject": "Follow up on the pricing webinar",
    "note": "Both attended on Tuesday."
}
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: '64b7f0c2e4b0a1b2c3d4e5f9',
    assignee_id: '64b7f0c2e4b0a1b2c3d4e5f1',
    contacts: ['66f9b1e0a2c3d4e5f6a7b8c9', '66f9b1e0a2c3d4e5f6a7b8d2'],
    action: 'call',
    due_at: '2026-10-06T15:00:00Z',
    priority: 'high',
    subject: 'Follow up on the pricing webinar',
    note: 'Both attended on Tuesday.'
  })
};

fetch('https://client-api.salesfinity.co/v2/sequencer/tasks/bulk', 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/tasks/bulk",
  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' => '64b7f0c2e4b0a1b2c3d4e5f9',
    'assignee_id' => '64b7f0c2e4b0a1b2c3d4e5f1',
    'contacts' => [
        '66f9b1e0a2c3d4e5f6a7b8c9',
        '66f9b1e0a2c3d4e5f6a7b8d2'
    ],
    'action' => 'call',
    'due_at' => '2026-10-06T15:00:00Z',
    'priority' => 'high',
    'subject' => 'Follow up on the pricing webinar',
    'note' => 'Both attended on Tuesday.'
  ]),
  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/tasks/bulk"

	payload := strings.NewReader("{\n  \"user_id\": \"64b7f0c2e4b0a1b2c3d4e5f9\",\n  \"assignee_id\": \"64b7f0c2e4b0a1b2c3d4e5f1\",\n  \"contacts\": [\n    \"66f9b1e0a2c3d4e5f6a7b8c9\",\n    \"66f9b1e0a2c3d4e5f6a7b8d2\"\n  ],\n  \"action\": \"call\",\n  \"due_at\": \"2026-10-06T15:00:00Z\",\n  \"priority\": \"high\",\n  \"subject\": \"Follow up on the pricing webinar\",\n  \"note\": \"Both attended on Tuesday.\"\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/tasks/bulk")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"user_id\": \"64b7f0c2e4b0a1b2c3d4e5f9\",\n  \"assignee_id\": \"64b7f0c2e4b0a1b2c3d4e5f1\",\n  \"contacts\": [\n    \"66f9b1e0a2c3d4e5f6a7b8c9\",\n    \"66f9b1e0a2c3d4e5f6a7b8d2\"\n  ],\n  \"action\": \"call\",\n  \"due_at\": \"2026-10-06T15:00:00Z\",\n  \"priority\": \"high\",\n  \"subject\": \"Follow up on the pricing webinar\",\n  \"note\": \"Both attended on Tuesday.\"\n}")
  .asString();

require 'uri'
require 'net/http'

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

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\": \"64b7f0c2e4b0a1b2c3d4e5f9\",\n  \"assignee_id\": \"64b7f0c2e4b0a1b2c3d4e5f1\",\n  \"contacts\": [\n    \"66f9b1e0a2c3d4e5f6a7b8c9\",\n    \"66f9b1e0a2c3d4e5f6a7b8d2\"\n  ],\n  \"action\": \"call\",\n  \"due_at\": \"2026-10-06T15:00:00Z\",\n  \"priority\": \"high\",\n  \"subject\": \"Follow up on the pricing webinar\",\n  \"note\": \"Both attended on Tuesday.\"\n}"

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

{
  "created": 1,
  "tasks": [
    {
      "_id": "66fe01b7c3e4b5a6d7e8fa10",
      "team": "64b7f0c2e4b0a1b2c3d4e5f0",
      "user": "64b7f0c2e4b0a1b2c3d4e5f1",
      "created_by": "64b7f0c2e4b0a1b2c3d4e5f1",
      "contact": {
        "_id": "66f9b1e0a2c3d4e5f6a7b8c9",
        "first_name": "Theresa",
        "last_name": "Webb",
        "email": "[email protected]",
        "account": "Acme, LLC",
        "account_key": "acme",
        "title": "VP of Sales",
        "timezone": "America/Chicago",
        "phone_numbers": [
          {
            "type": "direct",
            "number": "+15125550142",
            "do_not_call": false
          }
        ],
        "last_touched_at": "2026-09-30T15:12:04.000Z"
      },
      "origin": "one_off",
      "standalone": true,
      "action": "linkedin_connect",
      "subject": "Connect after the webinar",
      "note": "Mention her question about territory planning.",
      "due_at": "2026-10-06T16:00:00.000Z",
      "priority": "medium",
      "state": "pending",
      "held_at": null,
      "sending_claimed_at": null,
      "outcome_applied_at": null,
      "created_at": "2026-10-03T16:02:11.000Z",
      "updated_at": "2026-10-03T16:02:11.000Z"
    }
  ],
  "skipped": [
    {
      "contact": "66f9b1e0a2c3d4e5f6a7b9ff",
      "reason": "Not found on this team"
    }
  ]
}

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

{
  "message": "The acting user is not an active member of this team",
  "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"
}

One task per contact, for up to 500 contacts at once. Every task shares the same action, due date, priority, assignee, subject and note.

Handling the response

{
  "created": 47,
  "tasks": [],
  "skipped": [{ "contact": "66f9b1e0a2c3d4e5f6a7b9ff", "reason": "Not found on this team" }]
}

tasks holds the created tasks (left empty here for brevity). Check skipped on every call: a contact that cannot be used is reported there, and the rest are still created.

Good to know

A contact listed twice gets two tasks. Remove duplicates from contacts first.
Call tasks are queued for the assignee’s dial list once for the whole batch.
Send an Idempotency-Key. A retry without one creates every task again.
For more than 500 contacts, send batches of 500, each with its own key.

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. Recorded as the task's creator.

Example:

"507f1f77bcf86cd799439011"

action

enum<string>

required

What the task asks for. call is placed on the assignee's Sequencer dial list. Completing manual_email sends a real email. generic is a plain to-do. linkedin_connect, linkedin_message, linkedin_view, linkedin_interact, meeting and sms are reminders: nothing is sent or dialed for them.

Available options:

call,

manual_email,

generic,

linkedin_connect,

linkedin_message,

linkedin_view,

linkedin_interact,

meeting,

sms

due_at

string<date-time>

required

ISO 8601 instant, at most 365 days ahead. A time up to 5 minutes in the past is accepted, to absorb clock skew and latency; anything earlier returns due_at cannot be in the past. Convert the rep's local date and time to an instant yourself.

contacts

string[]

required

Contact ids, 1 to 500. One task is created per entry, so a contact listed twice gets two tasks. Ids not on your team are returned in skipped.

Maximum array length: 500

priority

enum<string>

default:medium

Priority band. Defaults to medium.

Available options:

high,

medium,

low

assignee_id

string

Who holds the task, as a team member id. Must be a member of the team. Defaults to user_id.

subject

string

Short title. For a manual_email task, also the email's subject line.

Maximum string length: 998

note

string

Instructions for whoever works the task.

Maximum string length: 2000

Response

Created and skipped contacts.

created

integer

required

Tasks created.

tasks

object[]

required

The created tasks, with contact and sequence expanded.

Show child attributes

skipped

object[]

required

Contacts that got no task, with the reason.

Show child attributes

Get started

MCP server

MCP reference

MCP use cases

Dialer API

Calls and analytics API

Enrichment API

Sequencer API

Create one-off tasks in bulk

Handling the response

Good to know

Authorizations

Headers

Body

Response

​Handling the response

​Good to know

Authorizations

Headers

Body

Response

Handling the response

Good to know