List follow-up tasks

curl --request GET \
  --url https://client-api.salesfinity.co/v1/follow-up \
  --header 'x-api-key: <api-key>'

const options = {method: 'GET', headers: {'x-api-key': '<api-key>'}};

fetch('https://client-api.salesfinity.co/v1/follow-up', 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/v1/follow-up",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "GET",
  CURLOPT_HTTPHEADER => [
    "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"
	"net/http"
	"io"
)

func main() {

	url := "https://client-api.salesfinity.co/v1/follow-up"

	req, _ := http.NewRequest("GET", url, nil)

	req.Header.Add("x-api-key", "<api-key>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

require 'uri'
require 'net/http'

url = URI("https://client-api.salesfinity.co/v1/follow-up")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)
request["x-api-key"] = '<api-key>'

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

{
  "data": [
    {
      "_id": "<string>",
      "team": "<string>",
      "priority": "high",
      "status": "not_overdue",
      "follow_up_date": "2023-11-07T05:31:56Z",
      "user": {
        "_id": "<string>",
        "email": "<string>",
        "first_name": "<string>",
        "last_name": "<string>"
      },
      "call_log": "<string>",
      "contact": "<string>",
      "company": "<string>",
      "first_name": "<string>",
      "last_name": "<string>",
      "tags": [
        "timing"
      ],
      "touches": 123,
      "context": "<string>",
      "point_of_view": "<string>",
      "use_cases": "<string>",
      "mentioned_people": [
        {
          "name": "<string>",
          "responsibility": "<string>",
          "_id": "<string>"
        }
      ],
      "existing_solution_name": "<string>",
      "existing_solution_issues": "<string>",
      "satisfaction_with_existing_solution": 123,
      "email": "<string>",
      "is_archived": true,
      "createdAt": "2023-11-07T05:31:56Z",
      "updatedAt": "2023-11-07T05:31:56Z",
      "__v": 123
    }
  ],
  "pagination": {
    "total": 123,
    "page": 123,
    "limit": 10,
    "next": 123
  }
}

{
  "message": [
    "property filters should not exist"
  ],
  "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": "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"
}

Follow-up tasks

List follow-up tasks

Returns the team’s follow-up tasks for every rep, newest first. Salesfinity’s AI creates a task after a logged call when it recommends following up; those tasks have priority medium and no context. Reps also create tasks from a call, with their own priority and notes in context.

There are no filters: page through every task, archived ones included (is_archived), and filter on your side. A query parameter other than page, limit and sort fails with 400.

status is not_overdue until follow_up_date passes; a job that runs every 10 minutes then sets it to overdue. completed means the rep finished the task. touches counts the calls logged to the contact while the task was open.

contact and company hold the full contact and company records rather than their IDs, and are null when the record no longer exists. user is the assigned rep’s ID as a string.

sort takes one or more comma-separated fields, such as follow_up_date,-createdAt. priority sorts alphabetically (high, low, medium), not by rank.

GET

follow-up

List follow-up tasks

curl --request GET \
  --url https://client-api.salesfinity.co/v1/follow-up \
  --header 'x-api-key: <api-key>'

const options = {method: 'GET', headers: {'x-api-key': '<api-key>'}};

fetch('https://client-api.salesfinity.co/v1/follow-up', 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/v1/follow-up",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "GET",
  CURLOPT_HTTPHEADER => [
    "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"
	"net/http"
	"io"
)

func main() {

	url := "https://client-api.salesfinity.co/v1/follow-up"

	req, _ := http.NewRequest("GET", url, nil)

	req.Header.Add("x-api-key", "<api-key>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

require 'uri'
require 'net/http'

url = URI("https://client-api.salesfinity.co/v1/follow-up")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)
request["x-api-key"] = '<api-key>'

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

{
  "data": [
    {
      "_id": "<string>",
      "team": "<string>",
      "priority": "high",
      "status": "not_overdue",
      "follow_up_date": "2023-11-07T05:31:56Z",
      "user": {
        "_id": "<string>",
        "email": "<string>",
        "first_name": "<string>",
        "last_name": "<string>"
      },
      "call_log": "<string>",
      "contact": "<string>",
      "company": "<string>",
      "first_name": "<string>",
      "last_name": "<string>",
      "tags": [
        "timing"
      ],
      "touches": 123,
      "context": "<string>",
      "point_of_view": "<string>",
      "use_cases": "<string>",
      "mentioned_people": [
        {
          "name": "<string>",
          "responsibility": "<string>",
          "_id": "<string>"
        }
      ],
      "existing_solution_name": "<string>",
      "existing_solution_issues": "<string>",
      "satisfaction_with_existing_solution": 123,
      "email": "<string>",
      "is_archived": true,
      "createdAt": "2023-11-07T05:31:56Z",
      "updatedAt": "2023-11-07T05:31:56Z",
      "__v": 123
    }
  ],
  "pagination": {
    "total": 123,
    "page": 123,
    "limit": 10,
    "next": 123
  }
}

{
  "message": [
    "property filters should not exist"
  ],
  "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": "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"
}

Returns your team’s follow-up tasks for every rep, newest first, one page at a time. Tasks come from two places:

Salesfinity’s AI reviews logged calls and creates a task when it recommends following up, with a date and what it learned on the call. These tasks have priority medium and no context.
Reps create tasks from a call themselves, with their own priority and notes in context. The AI then adds what it learned on the call.

Example

curl 'https://client-api.salesfinity.co/v1/follow-up?sort=follow_up_date&limit=50' \
  --header 'x-api-key: YOUR_API_KEY'

{
  "data": [
    {
      "_id": "66f1c0a2e4b0a1b2c3d4e5f6",
      "team": "64f1a2b3c4d5e6f7a8b9c0d1",
      "user": "680edc0d1504192884a148e0",
      "call_log": "66f1bf09e4b0a1b2c3d4e5a1",
      "contact": {
        "_id": "66f1c0a1e4b0a1b2c3d4e5f2",
        "team": "64f1a2b3c4d5e6f7a8b9c0d1",
        "user": "680edc0d1504192884a148e0",
        "first_name": "Jane",
        "last_name": "Doe",
        "title": "VP of Sales",
        "email": "[email protected]",
        "linkedin_username": "jane-doe-4b21a3",
        "company": "66f1c0a1e4b0a1b2c3d4e5f0",
        "phone_numbers": [
          {
            "_id": "66f1c0a1e4b0a1b2c3d4e5f3",
            "type": "direct",
            "number": "+14155552671",
            "do_not_call": false,
            "is_wrong_number": false,
            "total_calls": 3,
            "validation": null
          }
        ],
        "custom_fields": [],
        "createdAt": "2026-09-23T15:02:11.912Z",
        "updatedAt": "2026-09-30T18:44:05.120Z",
        "__v": 0
      },
      "company": {
        "_id": "66f1c0a1e4b0a1b2c3d4e5f0",
        "name": ["Acme Corp"],
        "website": "acme.com",
        "team": "64f1a2b3c4d5e6f7a8b9c0d1",
        "createdAt": "2026-09-23T15:02:11.870Z",
        "updatedAt": "2026-09-23T15:02:11.870Z",
        "__v": 0
      },
      "priority": "high",
      "status": "not_overdue",
      "follow_up_date": "2026-10-06T15:00:00.000Z",
      "first_name": "Jane",
      "last_name": "Doe",
      "tags": ["timing"],
      "touches": 1,
      "context": "Asked to reconnect after their Q4 planning on the 5th.",
      "point_of_view": "She asked for a call after Q4 planning ends on the 5th, so the 6th catches her while budgets are set.",
      "use_cases": "Tracks outbound call activity in spreadsheets.",
      "mentioned_people": [
        { "_id": "66f1c0a2e4b0a1b2c3d4e5f7", "name": "Priya Shah", "responsibility": "Owns the sales tooling budget" }
      ],
      "existing_solution_issues": "Manual reporting takes the team a day each week.",
      "satisfaction_with_existing_solution": 4,
      "email": "66f1c0a3e4b0a1b2c3d4e5f9",
      "is_archived": false,
      "createdAt": "2026-09-30T18:44:06.301Z",
      "updatedAt": "2026-09-30T18:44:19.734Z",
      "__v": 0
    }
  ],
  "pagination": {
    "total": 42,
    "page": 1,
    "next": 2
  }
}

contact and company hold the full contact and company records, not IDs, and are null if the record no longer exists. Records can carry more fields than the example shows. user is the assigned rep’s ID as a string. The response schema on this page shows these three fields differently; the example is what production returns.

Status and touches

status is not_overdue until follow_up_date passes. A job that runs every 10 minutes then sets it to overdue, so it can lag by up to 10 minutes. completed means the rep finished the task.
touches counts the calls logged to the contact while the task was open.
The AI fills tags, point_of_view, use_cases, mentioned_people, existing_solution_name, existing_solution_issues and satisfaction_with_existing_solution from the call. Any of them can be empty or absent.

Filtering, sorting and paging

There are no filters. To find one rep’s overdue tasks, page through every task and filter on user and status yourself. Archived tasks are included; check is_archived. A query parameter other than page, limit and sort fails with 400.
sort accepts several comma-separated fields, such as follow_up_date,-createdAt. priority sorts alphabetically (high, low, medium), not by urgency.
limit defaults to 10. Above 100 is treated as 100, and pagination.limit says what was used. Request pages with page until pagination.next is null.

Errors

Status	When
400	`limit` or `page` is below 1, `sort` is malformed, or the query has a parameter this endpoint does not define, such as `filters[status]`.

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.

Query Parameters

page

integer

default:1

Page number, starting at 1.

Required range: x >= 1

limit

integer

Tasks per page. Default 10. Above 100 is treated as 100; below 1 fails with 400.

Required range: 1 <= x <= 100

sort

string

Comma-separated fields to sort by, such as follow_up_date or -createdAt. Prefix a field with - for descending. Defaults to -createdAt.

Example:

"follow_up_date,-createdAt"

Response

One page of follow-up tasks.

data

object[]

Show child attributes

pagination

object

Show child attributes

Get started

MCP server

MCP reference

MCP use cases

Dialer API

Calls and analytics API

Enrichment API

Sequencer API

List follow-up tasks

Example

Status and touches

Filtering, sorting and paging

Errors

Authorizations

Query Parameters

Response

​Example

​Status and touches

​Filtering, sorting and paging

​Errors

Authorizations

Query Parameters

Response

Example

Status and touches

Filtering, sorting and paging

Errors