List tasks
Returns a page of the team’s Sequencer tasks: the calls, emails and to-dos that sequence steps and reactions created, plus one-off tasks reps created.
With no filters it returns every assignee’s tasks in every state, oldest due first. Send state=pending for the working queue, and add action=call for the call queue or overdue=true for what is late.
- Filters combine.
overdue=trueanddue_beforeboth bounddue_at, and the earlier bound wins.searchmatches the contact’s first name, last name, email or company, and is ignored whencontactis set. - Sorting is server-side, across the whole result set. Sorts other than
duerank at most 2,000 matching tasks, so narrow the set first when it could be larger. - Expanded fields. Each task carries
contact(name, email, company, title, phone numbers, timezone and CRM facts),sequence(_id,name) andsequence_step(_id,order,step_type,display_name) as objects. Withsort=due,useris expanded to the assignee’s_id,first_name,last_name,emailandimage; other sorts return the assignee’s id.
Reads act as the team owner, so they cover the whole team. For counts without rows, use GET /v2/sequencer/tasks/summary. Counts against the Sequencer reads rate limit.
Common queries
Good to know
- Without
state, completed, skipped, expired and cancelled tasks are included. Addstate=pendingfor work that is still open. overdue=truefilters on the due date only. Withoutstate=pendingit also returns finished tasks that were due in the past.sort=prioritywith the defaultdirection=ascputs high priority first;descputs low priority first.- Sorts other than
duerank at most 2,000 matching tasks. Narrow bystate,user_idor a due window when the queue can be larger. - Each task carries its
contactas an object, with the prospect’s name, company, title, phone numbers and timezone, so a row can be shown without another call. - For bucket counts (overdue, today, this week, later), call Get a task-queue summary instead of paging through rows.
Authorizations
Team-scoped API key generated in the Salesfinity dashboard under Settings → Connections → API & Webhooks. A missing or invalid key returns HTTP 403.
Query Parameters
Results per page. Default 25. Above 100 is treated as 100.
1 <= x <= 100Page number, 1-based, up to 10,000.
1 <= x <= 10000A team member id for one rep's queue, or all (the default) for every assignee on the team. An id from outside the team returns no tasks.
Only tasks in this state. pending is the working queue. held tasks wait while their enrollment is paused and cannot be completed or skipped. completed, skipped, expired and cancelled are final. Omit it to get every state.
pending, held, completed, skipped, expired, cancelled Only tasks of this kind. call is the call queue and manual_email the email queue. The LinkedIn actions, meeting and sms occur only on one-off tasks.
call, manual_email, generic, linkedin_connect, linkedin_message, linkedin_view, linkedin_interact, meeting, sms Only tasks from this sequence (24-character id).
sequence for tasks created by a sequence step or a reaction, one_off for tasks reps created.
sequence, one_off Only tasks for this contact (24-character id).
Only tasks in this priority band.
high, medium, low true returns only tasks whose due_at has passed, in any state; combine it with state=pending for the overdue queue. false is the same as leaving it out.
ISO 8601. Only tasks due at or before this instant.
ISO 8601. Only tasks due after this instant.
Case-insensitive match on the contact's first name, last name, email or company. Considers at most 500 matching contacts, so use a specific term. Ignored when contact is set.
Order of the whole result set, applied server-side. due: due date, oldest first. priority: high, medium, low (with asc). action, prospect (contact name), company and sequence (sequence name): alphabetical. last_activity: when the Sequencer last emailed or called the contact; never-touched contacts come last in either direction. Every sort except due ranks at most 2,000 matching tasks.
due, priority, action, prospect, company, sequence, last_activity asc (the default) or desc. Ignored by due, which is always oldest-first. With sort=priority, asc puts high priority first.
asc, desc Response
A page of tasks.