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POST
Create a one-off task
A standalone to-do for a contact, not tied to any cadence. It lands in the same queue as cadence tasks and is told apart by origin: one_off.

Authorizations

x-api-key
string
header
required

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

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"

action
enum<string>
required
Available options:
call,
manual_email,
generic,
linkedin_connect,
linkedin_message,
linkedin_view,
linkedin_interact,
meeting,
sms
due_at
string<date-time>
required

ISO 8601, and must be in the future. Values more than 365 days out are rejected, and so is a value already in the past — with a few minutes of slack, so a client computing "now" is not caught out by its own request latency.

contact
string
required

The contact the task is about.

priority
enum<string>
default:medium
Available options:
high,
medium,
low
assignee_id
string

Assignee. Defaults to user_id.

subject
string
note
string

Response

Success.

A task in a rep queue.

_id
string

24-character hexadecimal id.

Example:

"507f1f77bcf86cd799439011"

user
string

Assignee.

contact
string

24-character hexadecimal id.

Example:

"507f1f77bcf86cd799439011"

sequence
string | null

Absent on a one-off task.

sequence_step
string | null
origin
enum<string>
Available options:
sequence,
one_off
action
enum<string>
Available options:
call,
manual_email,
generic,
linkedin_connect,
linkedin_message,
linkedin_view,
linkedin_interact,
meeting,
sms
state
enum<string>
Available options:
pending,
held,
completed,
skipped,
expired,
cancelled
priority
enum<string>
Available options:
high,
medium,
low
subject
string | null
note
string | null
due_at
string<date-time>

When the task is due.

autoskip_at
string<date-time> | null
completed_at
string<date-time> | null
call_log
string | null

Set when a call task was resolved by a logged call.