Create a one-off task

curl --request POST \
  --url https://client-api.salesfinity.co/v2/sequencer/tasks \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "64b7f0c2e4b0a1b2c3d4e5f1",
  "contact": "66f9b1e0a2c3d4e5f6a7b8c9",
  "action": "linkedin_connect",
  "due_at": "2026-10-06T16:00:00Z",
  "priority": "medium",
  "subject": "Connect after the webinar",
  "note": "Mention her question about territory planning."
}
'

import requests

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

payload = {
    "user_id": "64b7f0c2e4b0a1b2c3d4e5f1",
    "contact": "66f9b1e0a2c3d4e5f6a7b8c9",
    "action": "linkedin_connect",
    "due_at": "2026-10-06T16:00:00Z",
    "priority": "medium",
    "subject": "Connect after the webinar",
    "note": "Mention her question about territory planning."
}
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: '64b7f0c2e4b0a1b2c3d4e5f1',
    contact: '66f9b1e0a2c3d4e5f6a7b8c9',
    action: 'linkedin_connect',
    due_at: '2026-10-06T16:00:00Z',
    priority: 'medium',
    subject: 'Connect after the webinar',
    note: 'Mention her question about territory planning.'
  })
};

fetch('https://client-api.salesfinity.co/v2/sequencer/tasks', 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",
  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' => '64b7f0c2e4b0a1b2c3d4e5f1',
    'contact' => '66f9b1e0a2c3d4e5f6a7b8c9',
    'action' => 'linkedin_connect',
    'due_at' => '2026-10-06T16:00:00Z',
    'priority' => 'medium',
    'subject' => 'Connect after the webinar',
    'note' => 'Mention her question about territory planning.'
  ]),
  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"

	payload := strings.NewReader("{\n  \"user_id\": \"64b7f0c2e4b0a1b2c3d4e5f1\",\n  \"contact\": \"66f9b1e0a2c3d4e5f6a7b8c9\",\n  \"action\": \"linkedin_connect\",\n  \"due_at\": \"2026-10-06T16:00:00Z\",\n  \"priority\": \"medium\",\n  \"subject\": \"Connect after the webinar\",\n  \"note\": \"Mention her question about territory planning.\"\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")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"user_id\": \"64b7f0c2e4b0a1b2c3d4e5f1\",\n  \"contact\": \"66f9b1e0a2c3d4e5f6a7b8c9\",\n  \"action\": \"linkedin_connect\",\n  \"due_at\": \"2026-10-06T16:00:00Z\",\n  \"priority\": \"medium\",\n  \"subject\": \"Connect after the webinar\",\n  \"note\": \"Mention her question about territory planning.\"\n}")
  .asString();

require 'uri'
require 'net/http'

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

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\": \"64b7f0c2e4b0a1b2c3d4e5f1\",\n  \"contact\": \"66f9b1e0a2c3d4e5f6a7b8c9\",\n  \"action\": \"linkedin_connect\",\n  \"due_at\": \"2026-10-06T16:00:00Z\",\n  \"priority\": \"medium\",\n  \"subject\": \"Connect after the webinar\",\n  \"note\": \"Mention her question about territory planning.\"\n}"

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

{
  "_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"
}

{
  "message": [
    "due_at cannot be in the past"
  ],
  "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": "Contact not found on this team",
  "error": "Not Found",
  "statusCode": 404,
  "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 a one-off task

Creates a one-off task for one contact, outside any sequence.

It joins the assignee’s queue beside sequence tasks with origin: one_off, and completing or skipping it never moves an enrollment. A call task is queued for the assignee’s Sequencer dial list. Completing a one-off manual_email task sends a real email and needs a subject (set here or at completion) and a body at completion. The LinkedIn actions, meeting and sms are reminders only: nothing is dialed or sent for them.

user_id is recorded as the creator. assignee_id defaults to user_id and must be a member of the team. Returns the task with contact and sequence expanded.

Not idempotent by itself: send an Idempotency-Key so a retry does not create a second task. To create one task for each of many contacts, use POST /v2/sequencer/tasks/bulk. Counts against the Sequencer writes rate limit.

POST

sequencer

tasks

Create a one-off task

curl --request POST \
  --url https://client-api.salesfinity.co/v2/sequencer/tasks \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "64b7f0c2e4b0a1b2c3d4e5f1",
  "contact": "66f9b1e0a2c3d4e5f6a7b8c9",
  "action": "linkedin_connect",
  "due_at": "2026-10-06T16:00:00Z",
  "priority": "medium",
  "subject": "Connect after the webinar",
  "note": "Mention her question about territory planning."
}
'

import requests

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

payload = {
    "user_id": "64b7f0c2e4b0a1b2c3d4e5f1",
    "contact": "66f9b1e0a2c3d4e5f6a7b8c9",
    "action": "linkedin_connect",
    "due_at": "2026-10-06T16:00:00Z",
    "priority": "medium",
    "subject": "Connect after the webinar",
    "note": "Mention her question about territory planning."
}
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: '64b7f0c2e4b0a1b2c3d4e5f1',
    contact: '66f9b1e0a2c3d4e5f6a7b8c9',
    action: 'linkedin_connect',
    due_at: '2026-10-06T16:00:00Z',
    priority: 'medium',
    subject: 'Connect after the webinar',
    note: 'Mention her question about territory planning.'
  })
};

fetch('https://client-api.salesfinity.co/v2/sequencer/tasks', 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",
  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' => '64b7f0c2e4b0a1b2c3d4e5f1',
    'contact' => '66f9b1e0a2c3d4e5f6a7b8c9',
    'action' => 'linkedin_connect',
    'due_at' => '2026-10-06T16:00:00Z',
    'priority' => 'medium',
    'subject' => 'Connect after the webinar',
    'note' => 'Mention her question about territory planning.'
  ]),
  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"

	payload := strings.NewReader("{\n  \"user_id\": \"64b7f0c2e4b0a1b2c3d4e5f1\",\n  \"contact\": \"66f9b1e0a2c3d4e5f6a7b8c9\",\n  \"action\": \"linkedin_connect\",\n  \"due_at\": \"2026-10-06T16:00:00Z\",\n  \"priority\": \"medium\",\n  \"subject\": \"Connect after the webinar\",\n  \"note\": \"Mention her question about territory planning.\"\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")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"user_id\": \"64b7f0c2e4b0a1b2c3d4e5f1\",\n  \"contact\": \"66f9b1e0a2c3d4e5f6a7b8c9\",\n  \"action\": \"linkedin_connect\",\n  \"due_at\": \"2026-10-06T16:00:00Z\",\n  \"priority\": \"medium\",\n  \"subject\": \"Connect after the webinar\",\n  \"note\": \"Mention her question about territory planning.\"\n}")
  .asString();

require 'uri'
require 'net/http'

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

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\": \"64b7f0c2e4b0a1b2c3d4e5f1\",\n  \"contact\": \"66f9b1e0a2c3d4e5f6a7b8c9\",\n  \"action\": \"linkedin_connect\",\n  \"due_at\": \"2026-10-06T16:00:00Z\",\n  \"priority\": \"medium\",\n  \"subject\": \"Connect after the webinar\",\n  \"note\": \"Mention her question about territory planning.\"\n}"

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

{
  "_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"
}

{
  "message": [
    "due_at cannot be in the past"
  ],
  "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": "Contact not found on this team",
  "error": "Not Found",
  "statusCode": 404,
  "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"
}

A one-off task is a to-do for one contact that belongs to no sequence. Use it for a follow-up a rep promised on a call, or for a channel the Sequencer does not automate.

Choosing an action

Action	What happens
`call`	Queued for the assignee’s Sequencer dial list. Dispositioning the call in the dialer completes it.
`manual_email`	Completing it sends a real email. Set `subject` here or at completion, and send `body` at completion.
`generic`	A plain to-do, completed by hand.
`linkedin_connect`, `linkedin_message`, `linkedin_view`, `linkedin_interact`, `meeting`, `sms`	Reminders. Nothing is sent or dialed; complete them by hand.

Good to know

due_at is an absolute instant. Convert the rep’s local date and time yourself. Up to 5 minutes in the past is accepted; anything earlier is refused.
user_id is recorded as the creator and assignee_id holds the task. The creator, the assignee or a team admin can later edit or cancel it.
Send an Idempotency-Key. Without one, a retried request creates a second task.
For the same task across many contacts, use Create one-off tasks in bulk.

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.

contact

string

required

The contact the task is about: a 24-character contact id on your team. An id from another team returns 404.

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

The created task, with contact and sequence expanded.

A task in a rep's queue. contact, sequence, sequence_step and user are documented as ids, but responses expand some of them into objects, as each property says.

_id

string

24-character hexadecimal id.

Example:

"507f1f77bcf86cd799439011"

team

string

Team id.

user

string

Assignee, as a team member id. GET /v2/sequencer/tasks with the default sort=due expands it to an object with _id, first_name, last_name, email and image.

contact

string

The contact the task is about. Every task response expands it to an object: _id plus whichever of these are set: first_name, last_name, email, linkedin_username, account (company), account_key, title, phone_numbers, timezone, website, email_domain, last_touched_at, last_touch, channel_stats, crm_facts.

sequence

string | null

The sequence that created the task. Absent on a one-off task. Every task response expands it to _id and name.

sequence_state

string | null

The enrollment the task belongs to. Absent on a one-off task.

sequence_step

string | null

The step that created the task. Absent on a one-off task. GET /v2/sequencer/tasks expands it to _id, order, step_type and display_name, and GET /v2/sequencer/tasks/{id} adds task_note; other responses return the id.

origin

enum<string>

sequence: created by a sequence step or a reaction. one_off: created by a rep.

Available options:

sequence,

one_off

created_by

string

Who created a one-off task. Absent on sequence tasks.

standalone

boolean

True for tasks outside the cadence: every one-off task, and to-dos a reaction created. Completing or skipping one never moves an enrollment.

action

enum<string>

What the task asks for. Sequence steps create call, manual_email and generic; the LinkedIn actions, meeting and sms occur only on one-off tasks.

Available options:

call,

manual_email,

generic,

linkedin_connect,

linkedin_message,

linkedin_view,

linkedin_interact,

meeting,

sms

state

enum<string>

pending: open. held: waiting while the enrollment is paused; it cannot be completed or skipped until it returns to pending. completed and skipped: resolved by a person. expired: skipped automatically at autoskip_at. cancelled: withdrawn, because the enrollment ended underneath it or a one-off task was cancelled.

Available options:

pending,

held,

completed,

skipped,

expired,

cancelled

priority

enum<string>

Priority band, copied from the step or set on a one-off task.

Available options:

high,

medium,

low

subject

string | null

Short title: the step's display name on a sequence task, or what the creator entered on a one-off task.

note

string | null

Instructions for the rep: the step's task note, or the one-off task's note. A note sent on completion replaces it.

body

string

The drafted email of a manual_email task, rendered when the step came due, or the body sent on completion.

due_at

string<date-time>

When the task is due.

autoskip_at

string<date-time> | null

When an untouched task is skipped automatically, moving to expired. Set from the step's auto-skip delay; absent when the step has none.

completed_at

string<date-time> | null

When the task was completed or skipped.

held_at

string<date-time> | null

When the task went held with its paused enrollment; null otherwise.

call_log

string | null

The call that resolved a call task: from a disposition in the dialer, or from call_log on complete.

outcome_applied_at

string<date-time> | null

When the outcome of the call that resolved this task was applied to the enrollment.

contact_list

string | null

The Sequencer dial list a pending call task is placed on; null or absent when it is not on one.

contact_list_item

string | null

The task's row in that dial list.

sending_claimed_at

string<date-time> | null

Set while the email of a manual_email task is being sent. The task stays pending until the send is confirmed; a failed send clears this.

error_reason

string

Why the last send of a manual_email task failed. Cleared when a new send starts.

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 one-off task

Choosing an action

Good to know

Authorizations

Headers

Body

Response

​Choosing an action

​Good to know

Authorizations

Headers

Body

Response

Choosing an action

Good to know