Create a rules-of-engagement policy

curl --request POST \
  --url https://client-api.salesfinity.co/v2/sequencer/policies \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "64b7f0c2e4b0a1b2c3d4e5f9",
  "name": "Re-engage closed-lost",
  "description": "Lighter rules for win-back sequences.",
  "crm_refresh_hours": 12,
  "rules": [
    {
      "name": "Hold for approval if another rep owns the contact in the CRM",
      "condition_group": {
        "op": "all",
        "children": [
          {
            "type": "crm_owner_is_other_rep",
            "params": {
              "unmapped_owner": "allow"
            }
          }
        ]
      },
      "action": {
        "type": "require_approval"
      },
      "scope": [
        "enrollment"
      ]
    }
  ],
  "outcome_rules": [
    {
      "name": "Positive reply finishes this contact",
      "outcome": "positive_reply",
      "actions": [
        {
          "type": "finish_contact"
        }
      ]
    }
  ]
}
'

import requests

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

payload = {
    "user_id": "64b7f0c2e4b0a1b2c3d4e5f9",
    "name": "Re-engage closed-lost",
    "description": "Lighter rules for win-back sequences.",
    "crm_refresh_hours": 12,
    "rules": [
        {
            "name": "Hold for approval if another rep owns the contact in the CRM",
            "condition_group": {
                "op": "all",
                "children": [
                    {
                        "type": "crm_owner_is_other_rep",
                        "params": { "unmapped_owner": "allow" }
                    }
                ]
            },
            "action": { "type": "require_approval" },
            "scope": ["enrollment"]
        }
    ],
    "outcome_rules": [
        {
            "name": "Positive reply finishes this contact",
            "outcome": "positive_reply",
            "actions": [{ "type": "finish_contact" }]
        }
    ]
}
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',
    name: 'Re-engage closed-lost',
    description: 'Lighter rules for win-back sequences.',
    crm_refresh_hours: 12,
    rules: [
      {
        name: 'Hold for approval if another rep owns the contact in the CRM',
        condition_group: {
          op: 'all',
          children: [{type: 'crm_owner_is_other_rep', params: {unmapped_owner: 'allow'}}]
        },
        action: {type: 'require_approval'},
        scope: ['enrollment']
      }
    ],
    outcome_rules: [
      {
        name: 'Positive reply finishes this contact',
        outcome: 'positive_reply',
        actions: [{type: 'finish_contact'}]
      }
    ]
  })
};

fetch('https://client-api.salesfinity.co/v2/sequencer/policies', 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/policies",
  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',
    'name' => 'Re-engage closed-lost',
    'description' => 'Lighter rules for win-back sequences.',
    'crm_refresh_hours' => 12,
    'rules' => [
        [
                'name' => 'Hold for approval if another rep owns the contact in the CRM',
                'condition_group' => [
                                'op' => 'all',
                                'children' => [
                                                                [
                                                                                                                                'type' => 'crm_owner_is_other_rep',
                                                                                                                                'params' => [
                                                                                                                                                                                                                                                                'unmapped_owner' => 'allow'
                                                                                                                                ]
                                                                ]
                                ]
                ],
                'action' => [
                                'type' => 'require_approval'
                ],
                'scope' => [
                                'enrollment'
                ]
        ]
    ],
    'outcome_rules' => [
        [
                'name' => 'Positive reply finishes this contact',
                'outcome' => 'positive_reply',
                'actions' => [
                                [
                                                                'type' => 'finish_contact'
                                ]
                ]
        ]
    ]
  ]),
  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/policies"

	payload := strings.NewReader("{\n  \"user_id\": \"64b7f0c2e4b0a1b2c3d4e5f9\",\n  \"name\": \"Re-engage closed-lost\",\n  \"description\": \"Lighter rules for win-back sequences.\",\n  \"crm_refresh_hours\": 12,\n  \"rules\": [\n    {\n      \"name\": \"Hold for approval if another rep owns the contact in the CRM\",\n      \"condition_group\": {\n        \"op\": \"all\",\n        \"children\": [\n          {\n            \"type\": \"crm_owner_is_other_rep\",\n            \"params\": {\n              \"unmapped_owner\": \"allow\"\n            }\n          }\n        ]\n      },\n      \"action\": {\n        \"type\": \"require_approval\"\n      },\n      \"scope\": [\n        \"enrollment\"\n      ]\n    }\n  ],\n  \"outcome_rules\": [\n    {\n      \"name\": \"Positive reply finishes this contact\",\n      \"outcome\": \"positive_reply\",\n      \"actions\": [\n        {\n          \"type\": \"finish_contact\"\n        }\n      ]\n    }\n  ]\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/policies")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"user_id\": \"64b7f0c2e4b0a1b2c3d4e5f9\",\n  \"name\": \"Re-engage closed-lost\",\n  \"description\": \"Lighter rules for win-back sequences.\",\n  \"crm_refresh_hours\": 12,\n  \"rules\": [\n    {\n      \"name\": \"Hold for approval if another rep owns the contact in the CRM\",\n      \"condition_group\": {\n        \"op\": \"all\",\n        \"children\": [\n          {\n            \"type\": \"crm_owner_is_other_rep\",\n            \"params\": {\n              \"unmapped_owner\": \"allow\"\n            }\n          }\n        ]\n      },\n      \"action\": {\n        \"type\": \"require_approval\"\n      },\n      \"scope\": [\n        \"enrollment\"\n      ]\n    }\n  ],\n  \"outcome_rules\": [\n    {\n      \"name\": \"Positive reply finishes this contact\",\n      \"outcome\": \"positive_reply\",\n      \"actions\": [\n        {\n          \"type\": \"finish_contact\"\n        }\n      ]\n    }\n  ]\n}")
  .asString();

require 'uri'
require 'net/http'

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

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  \"name\": \"Re-engage closed-lost\",\n  \"description\": \"Lighter rules for win-back sequences.\",\n  \"crm_refresh_hours\": 12,\n  \"rules\": [\n    {\n      \"name\": \"Hold for approval if another rep owns the contact in the CRM\",\n      \"condition_group\": {\n        \"op\": \"all\",\n        \"children\": [\n          {\n            \"type\": \"crm_owner_is_other_rep\",\n            \"params\": {\n              \"unmapped_owner\": \"allow\"\n            }\n          }\n        ]\n      },\n      \"action\": {\n        \"type\": \"require_approval\"\n      },\n      \"scope\": [\n        \"enrollment\"\n      ]\n    }\n  ],\n  \"outcome_rules\": [\n    {\n      \"name\": \"Positive reply finishes this contact\",\n      \"outcome\": \"positive_reply\",\n      \"actions\": [\n        {\n          \"type\": \"finish_contact\"\n        }\n      ]\n    }\n  ]\n}"

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

{
  "_id": "66fe3a90e5f6a7b8c9d0e1a2",
  "team": "64b7f0c2e4b0a1b2c3d4e5f0",
  "name": "Re-engage closed-lost",
  "description": "Lighter rules for win-back sequences.",
  "is_default": false,
  "crm_refresh_hours": 12,
  "rules": [
    {
      "id": "5a6b7c8d-9e0f-4a1b-8c2d-3e4f5a6b7c8d",
      "enabled": true,
      "name": "Hold for approval if another rep owns the contact in the CRM",
      "condition_group": {
        "op": "all",
        "children": [
          {
            "type": "crm_owner_is_other_rep",
            "params": {
              "unmapped_owner": "allow"
            }
          }
        ]
      },
      "action": {
        "type": "require_approval",
        "params": {}
      },
      "scope": [
        "enrollment"
      ]
    }
  ],
  "outcome_rules": [
    {
      "id": "9f8e7d6c-5b4a-4f3e-9d2c-1b0a9f8e7d6c",
      "enabled": true,
      "name": "Positive reply finishes this contact",
      "outcome": "positive_reply",
      "actions": [
        {
          "type": "finish_contact",
          "params": {}
        }
      ]
    }
  ],
  "created_by": "64b7f0c2e4b0a1b2c3d4e5f9",
  "updated_by": "64b7f0c2e4b0a1b2c3d4e5f9",
  "created_at": "2026-10-03T18:30:00.000Z",
  "updated_at": "2026-10-03T18:30:00.000Z"
}

{
  "message": "Policy has invalid rules",
  "error": "Bad Request",
  "statusCode": 400,
  "errors": [
    "Rule \"Skip after 3 opens\": \"Skip this step\" cannot be applied at enrollment"
  ],
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Only the team owner or an admin can create policies",
  "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"
}

Policies

Create a rules-of-engagement policy

Creates a rules-of-engagement policy, checked against the catalog; nothing uses it until a sequence names it.

It is not the default (is_default: false) until you make it one with POST /v2/sequencer/policies/{id}/default.

Rules are checked against GET /v2/sequencer/policies/catalog: every condition, action and outcome must exist, its parameters must match, and each action must fit the rule’s scopes (block, warn, require_approval and route_to_sequence run at enrollment; skip_step, pause and finish before a step). A rule set that fails returns 400 with every problem listed in errors. A condition group nests at most 3 levels and holds at most 30 conditions. Rules sent without an id are given one.

The conditions prior_calls (called at least N times in the last N days), last_call_result (their most recent call’s result) and had_call_result (any of their latest 100 calls got a result) read every dial to the person, from any list in the dialer or any sequence. Results are named by the id from GET /v1/dispositions.

The action route_to_sequence (enrollment scope only, params.sequence required) starts a person in another sequence instead of this one, and both sequences record why. The target must be one of your team’s sequences that is not archived, and cannot be one the rule itself is limited to. Someone already routed is not routed again, and someone the target cannot take is skipped with the reason.

Each rule and reaction can list the sequences it applies to, up to 50. Leave it out, or send [], for every sequence that uses the policy.

Only the team owner or an admin can create policies. A name already used on the team returns 409. Acts as user_id. Preview the rules with POST /v2/sequencer/policies/preview first. Counts against the Sequencer writes rate limit.

POST

sequencer

policies

Create a rules-of-engagement policy

curl --request POST \
  --url https://client-api.salesfinity.co/v2/sequencer/policies \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "64b7f0c2e4b0a1b2c3d4e5f9",
  "name": "Re-engage closed-lost",
  "description": "Lighter rules for win-back sequences.",
  "crm_refresh_hours": 12,
  "rules": [
    {
      "name": "Hold for approval if another rep owns the contact in the CRM",
      "condition_group": {
        "op": "all",
        "children": [
          {
            "type": "crm_owner_is_other_rep",
            "params": {
              "unmapped_owner": "allow"
            }
          }
        ]
      },
      "action": {
        "type": "require_approval"
      },
      "scope": [
        "enrollment"
      ]
    }
  ],
  "outcome_rules": [
    {
      "name": "Positive reply finishes this contact",
      "outcome": "positive_reply",
      "actions": [
        {
          "type": "finish_contact"
        }
      ]
    }
  ]
}
'

import requests

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

payload = {
    "user_id": "64b7f0c2e4b0a1b2c3d4e5f9",
    "name": "Re-engage closed-lost",
    "description": "Lighter rules for win-back sequences.",
    "crm_refresh_hours": 12,
    "rules": [
        {
            "name": "Hold for approval if another rep owns the contact in the CRM",
            "condition_group": {
                "op": "all",
                "children": [
                    {
                        "type": "crm_owner_is_other_rep",
                        "params": { "unmapped_owner": "allow" }
                    }
                ]
            },
            "action": { "type": "require_approval" },
            "scope": ["enrollment"]
        }
    ],
    "outcome_rules": [
        {
            "name": "Positive reply finishes this contact",
            "outcome": "positive_reply",
            "actions": [{ "type": "finish_contact" }]
        }
    ]
}
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',
    name: 'Re-engage closed-lost',
    description: 'Lighter rules for win-back sequences.',
    crm_refresh_hours: 12,
    rules: [
      {
        name: 'Hold for approval if another rep owns the contact in the CRM',
        condition_group: {
          op: 'all',
          children: [{type: 'crm_owner_is_other_rep', params: {unmapped_owner: 'allow'}}]
        },
        action: {type: 'require_approval'},
        scope: ['enrollment']
      }
    ],
    outcome_rules: [
      {
        name: 'Positive reply finishes this contact',
        outcome: 'positive_reply',
        actions: [{type: 'finish_contact'}]
      }
    ]
  })
};

fetch('https://client-api.salesfinity.co/v2/sequencer/policies', 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/policies",
  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',
    'name' => 'Re-engage closed-lost',
    'description' => 'Lighter rules for win-back sequences.',
    'crm_refresh_hours' => 12,
    'rules' => [
        [
                'name' => 'Hold for approval if another rep owns the contact in the CRM',
                'condition_group' => [
                                'op' => 'all',
                                'children' => [
                                                                [
                                                                                                                                'type' => 'crm_owner_is_other_rep',
                                                                                                                                'params' => [
                                                                                                                                                                                                                                                                'unmapped_owner' => 'allow'
                                                                                                                                ]
                                                                ]
                                ]
                ],
                'action' => [
                                'type' => 'require_approval'
                ],
                'scope' => [
                                'enrollment'
                ]
        ]
    ],
    'outcome_rules' => [
        [
                'name' => 'Positive reply finishes this contact',
                'outcome' => 'positive_reply',
                'actions' => [
                                [
                                                                'type' => 'finish_contact'
                                ]
                ]
        ]
    ]
  ]),
  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/policies"

	payload := strings.NewReader("{\n  \"user_id\": \"64b7f0c2e4b0a1b2c3d4e5f9\",\n  \"name\": \"Re-engage closed-lost\",\n  \"description\": \"Lighter rules for win-back sequences.\",\n  \"crm_refresh_hours\": 12,\n  \"rules\": [\n    {\n      \"name\": \"Hold for approval if another rep owns the contact in the CRM\",\n      \"condition_group\": {\n        \"op\": \"all\",\n        \"children\": [\n          {\n            \"type\": \"crm_owner_is_other_rep\",\n            \"params\": {\n              \"unmapped_owner\": \"allow\"\n            }\n          }\n        ]\n      },\n      \"action\": {\n        \"type\": \"require_approval\"\n      },\n      \"scope\": [\n        \"enrollment\"\n      ]\n    }\n  ],\n  \"outcome_rules\": [\n    {\n      \"name\": \"Positive reply finishes this contact\",\n      \"outcome\": \"positive_reply\",\n      \"actions\": [\n        {\n          \"type\": \"finish_contact\"\n        }\n      ]\n    }\n  ]\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/policies")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"user_id\": \"64b7f0c2e4b0a1b2c3d4e5f9\",\n  \"name\": \"Re-engage closed-lost\",\n  \"description\": \"Lighter rules for win-back sequences.\",\n  \"crm_refresh_hours\": 12,\n  \"rules\": [\n    {\n      \"name\": \"Hold for approval if another rep owns the contact in the CRM\",\n      \"condition_group\": {\n        \"op\": \"all\",\n        \"children\": [\n          {\n            \"type\": \"crm_owner_is_other_rep\",\n            \"params\": {\n              \"unmapped_owner\": \"allow\"\n            }\n          }\n        ]\n      },\n      \"action\": {\n        \"type\": \"require_approval\"\n      },\n      \"scope\": [\n        \"enrollment\"\n      ]\n    }\n  ],\n  \"outcome_rules\": [\n    {\n      \"name\": \"Positive reply finishes this contact\",\n      \"outcome\": \"positive_reply\",\n      \"actions\": [\n        {\n          \"type\": \"finish_contact\"\n        }\n      ]\n    }\n  ]\n}")
  .asString();

require 'uri'
require 'net/http'

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

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  \"name\": \"Re-engage closed-lost\",\n  \"description\": \"Lighter rules for win-back sequences.\",\n  \"crm_refresh_hours\": 12,\n  \"rules\": [\n    {\n      \"name\": \"Hold for approval if another rep owns the contact in the CRM\",\n      \"condition_group\": {\n        \"op\": \"all\",\n        \"children\": [\n          {\n            \"type\": \"crm_owner_is_other_rep\",\n            \"params\": {\n              \"unmapped_owner\": \"allow\"\n            }\n          }\n        ]\n      },\n      \"action\": {\n        \"type\": \"require_approval\"\n      },\n      \"scope\": [\n        \"enrollment\"\n      ]\n    }\n  ],\n  \"outcome_rules\": [\n    {\n      \"name\": \"Positive reply finishes this contact\",\n      \"outcome\": \"positive_reply\",\n      \"actions\": [\n        {\n          \"type\": \"finish_contact\"\n        }\n      ]\n    }\n  ]\n}"

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

{
  "_id": "66fe3a90e5f6a7b8c9d0e1a2",
  "team": "64b7f0c2e4b0a1b2c3d4e5f0",
  "name": "Re-engage closed-lost",
  "description": "Lighter rules for win-back sequences.",
  "is_default": false,
  "crm_refresh_hours": 12,
  "rules": [
    {
      "id": "5a6b7c8d-9e0f-4a1b-8c2d-3e4f5a6b7c8d",
      "enabled": true,
      "name": "Hold for approval if another rep owns the contact in the CRM",
      "condition_group": {
        "op": "all",
        "children": [
          {
            "type": "crm_owner_is_other_rep",
            "params": {
              "unmapped_owner": "allow"
            }
          }
        ]
      },
      "action": {
        "type": "require_approval",
        "params": {}
      },
      "scope": [
        "enrollment"
      ]
    }
  ],
  "outcome_rules": [
    {
      "id": "9f8e7d6c-5b4a-4f3e-9d2c-1b0a9f8e7d6c",
      "enabled": true,
      "name": "Positive reply finishes this contact",
      "outcome": "positive_reply",
      "actions": [
        {
          "type": "finish_contact",
          "params": {}
        }
      ]
    }
  ],
  "created_by": "64b7f0c2e4b0a1b2c3d4e5f9",
  "updated_by": "64b7f0c2e4b0a1b2c3d4e5f9",
  "created_at": "2026-10-03T18:30:00.000Z",
  "updated_at": "2026-10-03T18:30:00.000Z"
}

{
  "message": "Policy has invalid rules",
  "error": "Bad Request",
  "statusCode": 400,
  "errors": [
    "Rule \"Skip after 3 opens\": \"Skip this step\" cannot be applied at enrollment"
  ],
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Only the team owner or an admin can create policies",
  "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"
}

Creates a policy that sequences can be pointed at, for example a lighter set of rules for a re-engagement cadence.

Recommended order

Read Get the rules-of-engagement catalog for the conditions, actions and outcomes you can use.
Measure the scenarios with Preview a draft rule set.
Create the policy.
Point sequences at it by setting policy with Update a sequence, or make it the default with Make a policy the team default.

Rules that read call history

Three conditions read every dial to the person, from any list in the dialer or any sequence, by anyone on the team. They are valid at every scope. Results are named by the id from List dispositions.

`type`	`params`	Matches when
`prior_calls`	`count` (1 to 100, required), `within_days` (1 to 365, default 90), `only_unanswered` (default `false`)	They were called at least `count` times in the window.
`last_call_result`	`dispositions` (required), `within_days` (1 to 365; leave it out for any time)	Their most recent call’s result is one of `dispositions`.
`had_call_result`	`dispositions` (required), `window` (`within_days`, the default, `more_than_days_ago` or `any_time`), `days` (1 to 1,095, default 180)	Any of their latest 100 calls got one of `dispositions`. `more_than_days_ago` goes by the most recent such call.

Starting people in another sequence

The route_to_sequence action starts a person in another sequence instead of this one. It runs at enrollment only, and params.sequence names the target:

{
  "name": "Called 6+ times",
  "condition": { "type": "prior_calls", "params": { "count": 6, "within_days": 90 } },
  "action": { "type": "route_to_sequence", "params": { "sequence": "6710c0ffee0000000000dd01" } },
  "scope": ["enrollment"]
}

The target must be one of your team’s sequences that is not archived, and cannot be one of the rule’s own sequences. Otherwise the save is refused with 400, naming the rule.
Both sequences record why. Adding people reports them in routed, and runs in routed_count.
Someone already routed is not routed again, and someone the target cannot take is skipped with the reason.

See Start them in another sequence instead.

Rules for some sequences only

Each rule and reaction can carry sequences, up to 50 sequence ids it applies to. Leave it out, or send [], for every sequence that uses the policy. See Only in these sequences.

Good to know

Only the team owner or an admin can create policies.
block, warn, require_approval and route_to_sequence run at enrollment only; skip_step, pause and finish run before a step only.
An invalid rule set returns 400 with every problem listed in errors, each naming the rule it belongs to.
Policy names are unique on the team. Reusing one returns 409.

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

name

string

required

Unique on the team. Must not be empty.

Maximum string length: 120

user_id

string

required

The team member authoring the policy. Must be an active member of the team, and the team owner or an admin.

description

string

Maximum string length: 2000

rules

object[]

Scenarios, evaluated in order. Up to 100.

Maximum array length: 100

Show child attributes

outcome_rules

object[]

Reactions. Up to 50.

Maximum array length: 50

Show child attributes

crm_refresh_hours

number

default:24

Whole hours, 1 to 168. How old a contact's stored CRM data may be before a CRM-backed rule refreshes it. Defaults to 24.

Required range: 1 <= x <= 168

Response

The created policy.

A rules-of-engagement policy.

_id

string

24-character hexadecimal id.

Example:

"507f1f77bcf86cd799439011"

team

string

Team id.

name

string

Unique on the team.

description

string | null

is_default

boolean

The policy every sequence that names none of its own runs under. Exactly one per team.

crm_refresh_hours

integer

How old a contact's stored CRM data may be, in hours, before a CRM-backed rule refreshes it.

rules

object[]

Scenarios, in evaluation order.

Show child attributes

outcome_rules

object[]

Reactions.

Show child attributes

sequence_count

integer

Only on GET /v2/sequencer/policies: sequences running under this policy. The default also counts every sequence that names no policy.

created_by

string

Who created it. Absent on the default policy the team started with.

updated_by

string

Who changed it last.

created_at

string<date-time>

updated_at

string<date-time>

Get started

MCP server

MCP reference

MCP use cases

Dialer API

Calls and analytics API

Enrichment API

Sequencer API

Create a rules-of-engagement policy

Recommended order

Rules that read call history

Starting people in another sequence

Rules for some sequences only

Good to know

Authorizations

Headers

Body

Response

​Recommended order

​Rules that read call history

​Starting people in another sequence

​Rules for some sequences only

​Good to know

Authorizations

Headers

Body

Response

Recommended order

Rules that read call history

Starting people in another sequence

Rules for some sequences only

Good to know