Reassign enrollments in bulk

curl --request POST \
  --url https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/reassign \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "507f1f77bcf86cd799439011",
  "ids": [
    "6702b4c1e8a9f3d2c1b0a987",
    "6702b4c1e8a9f3d2c1b0a988",
    "6702b4c1e8a9f3d2c1b0a989"
  ],
  "owner_id": "64b7c2d9e1f0a3b4c5d6e7f8",
  "note": "Territory change: EMEA accounts move to Dana"
}
'

import requests

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

payload = {
    "user_id": "507f1f77bcf86cd799439011",
    "ids": ["6702b4c1e8a9f3d2c1b0a987", "6702b4c1e8a9f3d2c1b0a988", "6702b4c1e8a9f3d2c1b0a989"],
    "owner_id": "64b7c2d9e1f0a3b4c5d6e7f8",
    "note": "Territory change: EMEA accounts move to Dana"
}
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'
    ],
    owner_id: '64b7c2d9e1f0a3b4c5d6e7f8',
    note: 'Territory change: EMEA accounts move to Dana'
  })
};

fetch('https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/reassign', 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/reassign",
  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'
    ],
    'owner_id' => '64b7c2d9e1f0a3b4c5d6e7f8',
    'note' => 'Territory change: EMEA accounts move to Dana'
  ]),
  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/reassign"

	payload := strings.NewReader("{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"ids\": [\n    \"6702b4c1e8a9f3d2c1b0a987\",\n    \"6702b4c1e8a9f3d2c1b0a988\",\n    \"6702b4c1e8a9f3d2c1b0a989\"\n  ],\n  \"owner_id\": \"64b7c2d9e1f0a3b4c5d6e7f8\",\n  \"note\": \"Territory change: EMEA accounts move to Dana\"\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/reassign")
  .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  \"owner_id\": \"64b7c2d9e1f0a3b4c5d6e7f8\",\n  \"note\": \"Territory change: EMEA accounts move to Dana\"\n}")
  .asString();

require 'uri'
require 'net/http'

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

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  \"owner_id\": \"64b7c2d9e1f0a3b4c5d6e7f8\",\n  \"note\": \"Territory change: EMEA accounts move to Dana\"\n}"

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

{
  "ok": 2,
  "reassigned": 2,
  "failed": [
    {
      "id": "6702b4c1e8a9f3d2c1b0a989",
      "reason": "Cannot reassign a finished enrollment"
    }
  ]
}

{
  "message": [
    "owner_id must be object id"
  ],
  "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

Reassign enrollments in bulk

Hands up to 500 enrollments to another team member: the bulk form of Reassign an enrollment. The new owner gets each enrollment’s open tasks and every task its later steps create; call tasks leave the previous owner’s dial queue and go onto the new owner’s. Unlike the single-enrollment call, open tasks always move.

owner_id must be a member of the team. For each enrollment, user_id must be its current owner, the sequence’s author, the team owner or a team admin. Finished, bounced, opted-out and failed enrollments cannot be reassigned. note is recorded on each enrollment_reassigned timeline event.

The ids are processed one at a time and one failure does not stop the rest. ok and reassigned both count successes, including enrollments the new owner already held; failed lists the rest with the reason, such as Cannot reassign a finished enrollment or Cannot assign an enrollment to a user outside your team. Repeating the call is harmless. Counts toward the Sequencer writes rate limit.

POST

sequencer

enrollments

bulk

reassign

Reassign enrollments in bulk

curl --request POST \
  --url https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/reassign \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "507f1f77bcf86cd799439011",
  "ids": [
    "6702b4c1e8a9f3d2c1b0a987",
    "6702b4c1e8a9f3d2c1b0a988",
    "6702b4c1e8a9f3d2c1b0a989"
  ],
  "owner_id": "64b7c2d9e1f0a3b4c5d6e7f8",
  "note": "Territory change: EMEA accounts move to Dana"
}
'

import requests

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

payload = {
    "user_id": "507f1f77bcf86cd799439011",
    "ids": ["6702b4c1e8a9f3d2c1b0a987", "6702b4c1e8a9f3d2c1b0a988", "6702b4c1e8a9f3d2c1b0a989"],
    "owner_id": "64b7c2d9e1f0a3b4c5d6e7f8",
    "note": "Territory change: EMEA accounts move to Dana"
}
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'
    ],
    owner_id: '64b7c2d9e1f0a3b4c5d6e7f8',
    note: 'Territory change: EMEA accounts move to Dana'
  })
};

fetch('https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/reassign', 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/reassign",
  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'
    ],
    'owner_id' => '64b7c2d9e1f0a3b4c5d6e7f8',
    'note' => 'Territory change: EMEA accounts move to Dana'
  ]),
  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/reassign"

	payload := strings.NewReader("{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"ids\": [\n    \"6702b4c1e8a9f3d2c1b0a987\",\n    \"6702b4c1e8a9f3d2c1b0a988\",\n    \"6702b4c1e8a9f3d2c1b0a989\"\n  ],\n  \"owner_id\": \"64b7c2d9e1f0a3b4c5d6e7f8\",\n  \"note\": \"Territory change: EMEA accounts move to Dana\"\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/reassign")
  .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  \"owner_id\": \"64b7c2d9e1f0a3b4c5d6e7f8\",\n  \"note\": \"Territory change: EMEA accounts move to Dana\"\n}")
  .asString();

require 'uri'
require 'net/http'

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

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  \"owner_id\": \"64b7c2d9e1f0a3b4c5d6e7f8\",\n  \"note\": \"Territory change: EMEA accounts move to Dana\"\n}"

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

{
  "ok": 2,
  "reassigned": 2,
  "failed": [
    {
      "id": "6702b4c1e8a9f3d2c1b0a989",
      "reason": "Cannot reassign a finished enrollment"
    }
  ]
}

{
  "message": [
    "owner_id must be object id"
  ],
  "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"
}

Hands up to 500 enrollments to another team member, for example when a rep leaves or territories change. Each one goes through Reassign an enrollment, with one difference: open tasks always move with the enrollment. Call tasks leave the previous owner’s dial queue and go onto the new owner’s, and every later task goes to the new owner.

curl -X POST 'https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/reassign' \
  -H 'x-api-key: YOUR_API_KEY' -H 'content-type: application/json' \
  -H 'Idempotency-Key: 5b9a3d1e-8c2f-4e6b-a7d0-4f1c9e2b6a83' \
  -d '{
    "user_id": "MANAGER_ID",
    "owner_id": "NEW_OWNER_ID",
    "ids": ["ENROLLMENT_ID_1", "ENROLLMENT_ID_2", "ENROLLMENT_ID_3"],
    "note": "Territory change: EMEA accounts move to Dana"
  }'

{
  "ok": 2,
  "reassigned": 2,
  "failed": [{ "id": "6702b4c1e8a9f3d2c1b0a989", "reason": "Cannot reassign a finished enrollment" }]
}

owner_id must be a member of the team. If it is not, nothing is reassigned, and the reason given is Cannot assign an enrollment to a user outside your team.
For each enrollment, user_id must be its current owner, the sequence’s author, the team owner or a team admin.
Only live enrollments can be reassigned. Finished, bounced, opted-out and failed ones are listed under failed.
ok and reassigned are the same number. Enrollments the new owner already held count as successes, so repeating the call is harmless.

note is recorded on each enrollment’s enrollment_reassigned timeline event. To find a rep’s enrollments, list them with user.

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

owner_id

string

required

The team member to hand the enrollments to. Must be a member of the team; otherwise nothing is reassigned, and the reason given is Cannot assign an enrollment to a user outside your team.

note

string

Recorded on each enrollment_reassigned timeline event.

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

Reassign enrollments in bulk

Authorizations

Headers

Body

Response