Create an email template

curl --request POST \
  --url https://client-api.salesfinity.co/v2/sequencer/templates \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "507f1f77bcf86cd799439011",
  "name": "Follow-up - logistics report",
  "subject": "{{first_name}}, the Q3 logistics numbers",
  "body_html": "<p>Hi {{first_name}},</p><p>Following up on my call about {{company}}. Worth 15 minutes next week?</p>",
  "tags": [
    "follow-up"
  ]
}
'

import requests

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

payload = {
    "user_id": "507f1f77bcf86cd799439011",
    "name": "Follow-up - logistics report",
    "subject": "{{first_name}}, the Q3 logistics numbers",
    "body_html": "<p>Hi {{first_name}},</p><p>Following up on my call about {{company}}. Worth 15 minutes next week?</p>",
    "tags": ["follow-up"]
}
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',
    name: 'Follow-up - logistics report',
    subject: '{{first_name}}, the Q3 logistics numbers',
    body_html: '<p>Hi {{first_name}},</p><p>Following up on my call about {{company}}. Worth 15 minutes next week?</p>',
    tags: ['follow-up']
  })
};

fetch('https://client-api.salesfinity.co/v2/sequencer/templates', 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/templates",
  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',
    'name' => 'Follow-up - logistics report',
    'subject' => '{{first_name}}, the Q3 logistics numbers',
    'body_html' => '<p>Hi {{first_name}},</p><p>Following up on my call about {{company}}. Worth 15 minutes next week?</p>',
    'tags' => [
        'follow-up'
    ]
  ]),
  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/templates"

	payload := strings.NewReader("{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"name\": \"Follow-up - logistics report\",\n  \"subject\": \"{{first_name}}, the Q3 logistics numbers\",\n  \"body_html\": \"<p>Hi {{first_name}},</p><p>Following up on my call about {{company}}. Worth 15 minutes next week?</p>\",\n  \"tags\": [\n    \"follow-up\"\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/templates")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"name\": \"Follow-up - logistics report\",\n  \"subject\": \"{{first_name}}, the Q3 logistics numbers\",\n  \"body_html\": \"<p>Hi {{first_name}},</p><p>Following up on my call about {{company}}. Worth 15 minutes next week?</p>\",\n  \"tags\": [\n    \"follow-up\"\n  ]\n}")
  .asString();

require 'uri'
require 'net/http'

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

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  \"name\": \"Follow-up - logistics report\",\n  \"subject\": \"{{first_name}}, the Q3 logistics numbers\",\n  \"body_html\": \"<p>Hi {{first_name}},</p><p>Following up on my call about {{company}}. Worth 15 minutes next week?</p>\",\n  \"tags\": [\n    \"follow-up\"\n  ]\n}"

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

{
  "_id": "6650c2b7a9b8c7d6e5f40456",
  "team": "64f1a2b3c4d5e6f7a8b9c0d1",
  "user": "64f1a2b3c4d5e6f7a8b9c0d2",
  "name": "Follow-up - logistics report",
  "subject": "{{first_name}}, the Q3 logistics numbers",
  "body_html": "<p>Hi {{first_name}},</p><p>Following up on my call about {{company}}. Worth 15 minutes next week?</p>",
  "tags": [
    "follow-up"
  ],
  "archived": false,
  "send_count": 0,
  "open_count": 0,
  "click_count": 0,
  "reply_count": 0,
  "bounce_count": 0,
  "opt_out_count": 0,
  "created_at": "2026-10-03T09:40:00.000Z",
  "updated_at": "2026-10-03T09:40:00.000Z"
}

{
  "message": [
    "subject must be shorter than or equal to 500 characters"
  ],
  "error": "Bad Request",
  "statusCode": 400,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "An active plan or seat is required to use this feature. Please upgrade your plan or ask your team admin to assign you a seat.",
  "error": "NO_ACTIVE_PLAN",
  "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"
}

Templates

Create an email template

Creates a reusable email: a subject and an HTML body_html, both with merge fields. user_id becomes the author, the only member who can later change or delete it (team admins cannot). Attach it to an email step by id, in templates on POST /v2/sequencer/sequences/{sequence_id}/steps.

Merge fields, case-insensitive, filled from the contact when the step runs: {{first_name}}, {{last_name}}, {{company}} (the contact’s account), {{title}}, and {{custom.<label>}} for a custom field by label. A known field with no value renders empty; anything else in double braces, including a misspelled name, is sent exactly as written. Spaces just inside the braces are ignored, a field name can be up to 64 characters, and values are HTML-escaped in the body. Check the result with POST /v2/sequencer/templates/{id}/preview before using it.

Send an Idempotency-Key: without one, a retry creates a second template. Counts toward the Sequencer writes rate limit.

POST

sequencer

templates

Create an email template

curl --request POST \
  --url https://client-api.salesfinity.co/v2/sequencer/templates \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "507f1f77bcf86cd799439011",
  "name": "Follow-up - logistics report",
  "subject": "{{first_name}}, the Q3 logistics numbers",
  "body_html": "<p>Hi {{first_name}},</p><p>Following up on my call about {{company}}. Worth 15 minutes next week?</p>",
  "tags": [
    "follow-up"
  ]
}
'

import requests

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

payload = {
    "user_id": "507f1f77bcf86cd799439011",
    "name": "Follow-up - logistics report",
    "subject": "{{first_name}}, the Q3 logistics numbers",
    "body_html": "<p>Hi {{first_name}},</p><p>Following up on my call about {{company}}. Worth 15 minutes next week?</p>",
    "tags": ["follow-up"]
}
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',
    name: 'Follow-up - logistics report',
    subject: '{{first_name}}, the Q3 logistics numbers',
    body_html: '<p>Hi {{first_name}},</p><p>Following up on my call about {{company}}. Worth 15 minutes next week?</p>',
    tags: ['follow-up']
  })
};

fetch('https://client-api.salesfinity.co/v2/sequencer/templates', 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/templates",
  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',
    'name' => 'Follow-up - logistics report',
    'subject' => '{{first_name}}, the Q3 logistics numbers',
    'body_html' => '<p>Hi {{first_name}},</p><p>Following up on my call about {{company}}. Worth 15 minutes next week?</p>',
    'tags' => [
        'follow-up'
    ]
  ]),
  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/templates"

	payload := strings.NewReader("{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"name\": \"Follow-up - logistics report\",\n  \"subject\": \"{{first_name}}, the Q3 logistics numbers\",\n  \"body_html\": \"<p>Hi {{first_name}},</p><p>Following up on my call about {{company}}. Worth 15 minutes next week?</p>\",\n  \"tags\": [\n    \"follow-up\"\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/templates")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"name\": \"Follow-up - logistics report\",\n  \"subject\": \"{{first_name}}, the Q3 logistics numbers\",\n  \"body_html\": \"<p>Hi {{first_name}},</p><p>Following up on my call about {{company}}. Worth 15 minutes next week?</p>\",\n  \"tags\": [\n    \"follow-up\"\n  ]\n}")
  .asString();

require 'uri'
require 'net/http'

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

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  \"name\": \"Follow-up - logistics report\",\n  \"subject\": \"{{first_name}}, the Q3 logistics numbers\",\n  \"body_html\": \"<p>Hi {{first_name}},</p><p>Following up on my call about {{company}}. Worth 15 minutes next week?</p>\",\n  \"tags\": [\n    \"follow-up\"\n  ]\n}"

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

{
  "_id": "6650c2b7a9b8c7d6e5f40456",
  "team": "64f1a2b3c4d5e6f7a8b9c0d1",
  "user": "64f1a2b3c4d5e6f7a8b9c0d2",
  "name": "Follow-up - logistics report",
  "subject": "{{first_name}}, the Q3 logistics numbers",
  "body_html": "<p>Hi {{first_name}},</p><p>Following up on my call about {{company}}. Worth 15 minutes next week?</p>",
  "tags": [
    "follow-up"
  ],
  "archived": false,
  "send_count": 0,
  "open_count": 0,
  "click_count": 0,
  "reply_count": 0,
  "bounce_count": 0,
  "opt_out_count": 0,
  "created_at": "2026-10-03T09:40:00.000Z",
  "updated_at": "2026-10-03T09:40:00.000Z"
}

{
  "message": [
    "subject must be shorter than or equal to 500 characters"
  ],
  "error": "Bad Request",
  "statusCode": 400,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "An active plan or seat is required to use this feature. Please upgrade your plan or ask your team admin to assign you a seat.",
  "error": "NO_ACTIVE_PLAN",
  "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 reusable email: a subject and an HTML body_html, both with merge fields. Attach it to an email step by id, in templates on Add a step. user_id becomes the template’s author, and only the author can change or delete it later. Team admins cannot.

Example

curl -X POST https://client-api.salesfinity.co/v2/sequencer/templates \
  -H 'x-api-key: YOUR_API_KEY' -H 'content-type: application/json' \
  -H 'Idempotency-Key: 4e5f6a7b-8c9d-4e0f-a1b2-c3d4e5f6a7b8' \
  -d '{
    "user_id": "507f1f77bcf86cd799439011",
    "name": "Follow-up - logistics report",
    "subject": "{{first_name}}, the Q3 logistics numbers",
    "body_html": "<p>Hi {{first_name}},</p><p>Following up on my call about {{company}}. Worth 15 minutes next week?</p>",
    "tags": ["follow-up"]
  }'

Merge fields

Merge fields are filled from the contact when the step runs.

Field	Filled with
`{{first_name}}`, `{{last_name}}`	The contact’s name
`{{company}}`	The contact’s company (its `account` field)
`{{title}}`	The contact’s job title
`{{custom.<label>}}`	The contact’s custom field with that label, matched case-insensitively, for example `{{custom.Renewal date}}`

Field names are case-insensitive, and spaces just inside the braces are ignored: {{ First_Name }} works.
A known field the contact has no value for renders as empty. Anything else in double braces, including a misspelling such as {{frist_name}} or a field that does not exist such as {{account}}, is sent exactly as written.
Values are HTML-escaped in the body, and line breaks in a value become spaces.
A field name can be up to 64 characters.

Preview the template before you use it: it shows the rendered text and lists the fields that came out empty.

Subjects

The subject is only sent by an email step that starts a thread: the sequence’s first email step, or a step with new_thread: true. Later steps reply in the same thread, and the prospect sees the thread’s original subject. So a template used only by steps that reply in a thread can leave subject out, or send "". An auto_email step that starts a thread needs a subject on every template it uses: a step that would start one without it is refused with a 400. Without an Idempotency-Key, a retry creates a second template.

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

Template name, 1 to 200 characters.

Maximum string length: 200

Example:

"Follow-up - logistics report"

body_html

string

required

HTML body, 1 to 100,000 characters. Merge fields, case-insensitive, filled from the contact when the step runs: {{first_name}}, {{last_name}}, {{company}} (the contact's account), {{title}}, and {{custom.<label>}} for a custom field by label. A known field with no value renders empty; anything else in double braces, including a misspelled name, is sent exactly as written. Values are HTML-escaped.

Maximum string length: 100000

user_id

string

required

The team member creating the template; it becomes the author, the only member who can later change or delete it. Must be an active team member with an active plan or seat. A 24-character hexadecimal ID.

Example:

"507f1f77bcf86cd799439011"

subject

string

Subject line, up to 500 characters, with merge fields such as {{first_name}}. Only sent by an email step that starts a thread (the first email step, or one with new_thread: true). Leave it out, or send "", for a template used only by steps that reply in a thread.

Maximum string length: 500

Example:

"{{first_name}}, the Q3 logistics numbers"

Response

The new template.

A reusable email: subject and HTML body with merge fields.

_id

string

24-character hexadecimal id.

Example:

"507f1f77bcf86cd799439011"

team

string

The team that owns the template (24-character id).

user

string

Author's team member id. Only the author can change or delete the template.

name

string

Template name.

subject

string

Subject line, with merge fields. Only sent by email steps that start a thread. Empty on a template written for steps that reply in a thread.

body_html

string

HTML body, with merge fields.

Get started

MCP server

MCP reference

MCP use cases

Dialer API

Calls and analytics API

Enrichment API

Sequencer API

Create an email template

Example

Merge fields

Subjects

Authorizations

Headers

Body

Response

​Example

​Merge fields

​Subjects

Authorizations

Headers

Body

Response

Example

Merge fields

Subjects