Move enrollments to another sequence

curl --request POST \
  --url https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/move \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "507f1f77bcf86cd799439011",
  "ids": [
    "6702b4c1e8a9f3d2c1b0a987",
    "6702b4c1e8a9f3d2c1b0a988",
    "6702b4c1e8a9f3d2c1b0a989"
  ],
  "sequence": "66fd0e5a9b8c7d6e5f4a3b44"
}
'

import requests

url = "https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/move"

payload = {
    "user_id": "507f1f77bcf86cd799439011",
    "ids": ["6702b4c1e8a9f3d2c1b0a987", "6702b4c1e8a9f3d2c1b0a988", "6702b4c1e8a9f3d2c1b0a989"],
    "sequence": "66fd0e5a9b8c7d6e5f4a3b44"
}
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',
    ids: [
      '6702b4c1e8a9f3d2c1b0a987',
      '6702b4c1e8a9f3d2c1b0a988',
      '6702b4c1e8a9f3d2c1b0a989'
    ],
    sequence: '66fd0e5a9b8c7d6e5f4a3b44'
  })
};

fetch('https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/move', 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/enrollments/bulk/move",
  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',
    'ids' => [
        '6702b4c1e8a9f3d2c1b0a987',
        '6702b4c1e8a9f3d2c1b0a988',
        '6702b4c1e8a9f3d2c1b0a989'
    ],
    'sequence' => '66fd0e5a9b8c7d6e5f4a3b44'
  ]),
  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/enrollments/bulk/move"

	payload := strings.NewReader("{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"ids\": [\n    \"6702b4c1e8a9f3d2c1b0a987\",\n    \"6702b4c1e8a9f3d2c1b0a988\",\n    \"6702b4c1e8a9f3d2c1b0a989\"\n  ],\n  \"sequence\": \"66fd0e5a9b8c7d6e5f4a3b44\"\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/enrollments/bulk/move")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"ids\": [\n    \"6702b4c1e8a9f3d2c1b0a987\",\n    \"6702b4c1e8a9f3d2c1b0a988\",\n    \"6702b4c1e8a9f3d2c1b0a989\"\n  ],\n  \"sequence\": \"66fd0e5a9b8c7d6e5f4a3b44\"\n}")
  .asString();

require 'uri'
require 'net/http'

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

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  \"ids\": [\n    \"6702b4c1e8a9f3d2c1b0a987\",\n    \"6702b4c1e8a9f3d2c1b0a988\",\n    \"6702b4c1e8a9f3d2c1b0a989\"\n  ],\n  \"sequence\": \"66fd0e5a9b8c7d6e5f4a3b44\"\n}"

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

{
  "ok": 2,
  "failed": [
    {
      "id": "6702b4c1e8a9f3d2c1b0a989",
      "reason": "Contact is already enrolled in this sequence"
    }
  ]
}

{
  "message": [
    "sequence must be object id"
  ],
  "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": "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"
}

Enrollments

Move enrollments to another sequence

Moves up to 500 contacts from their current sequence into sequence. For each id, the contact is enrolled in the target first and the original enrollment is finished only if that worked, so nobody is left out of both. Moved contacts start the target sequence at its first step.

The new enrollment goes through every check a new enrollment does: the suppression list, the target’s rules of engagement and per-owner throttles, and the one-live-enrollment rule. If one refuses, the contact stays where they were and the id is listed in failed with the reason, such as Contact is already enrolled in this sequence. If a rule holds the new enrollment for approval, the move still goes ahead: the contact waits for approval in the target and the original is finished. If the target sequence is off, the new enrollment waits in pending until it is turned on. An unknown target fails every id with Sequence not found rather than failing the request.

The new enrollments are owned by user_id, not by their previous owners. To keep ownership, move each owner’s enrollments with that owner as user_id, or reassign them in bulk afterwards. note is accepted but not stored.

The ids are processed one at a time inside the request. A very large move can outlast the 55-second request timeout; a 504 then means moves may still be completing, so list the enrollments before you retry. Counts toward the Sequencer writes rate limit.

POST

sequencer

enrollments

bulk

move

Move enrollments to another sequence

curl --request POST \
  --url https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/move \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "507f1f77bcf86cd799439011",
  "ids": [
    "6702b4c1e8a9f3d2c1b0a987",
    "6702b4c1e8a9f3d2c1b0a988",
    "6702b4c1e8a9f3d2c1b0a989"
  ],
  "sequence": "66fd0e5a9b8c7d6e5f4a3b44"
}
'

import requests

url = "https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/move"

payload = {
    "user_id": "507f1f77bcf86cd799439011",
    "ids": ["6702b4c1e8a9f3d2c1b0a987", "6702b4c1e8a9f3d2c1b0a988", "6702b4c1e8a9f3d2c1b0a989"],
    "sequence": "66fd0e5a9b8c7d6e5f4a3b44"
}
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',
    ids: [
      '6702b4c1e8a9f3d2c1b0a987',
      '6702b4c1e8a9f3d2c1b0a988',
      '6702b4c1e8a9f3d2c1b0a989'
    ],
    sequence: '66fd0e5a9b8c7d6e5f4a3b44'
  })
};

fetch('https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/move', 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/enrollments/bulk/move",
  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',
    'ids' => [
        '6702b4c1e8a9f3d2c1b0a987',
        '6702b4c1e8a9f3d2c1b0a988',
        '6702b4c1e8a9f3d2c1b0a989'
    ],
    'sequence' => '66fd0e5a9b8c7d6e5f4a3b44'
  ]),
  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/enrollments/bulk/move"

	payload := strings.NewReader("{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"ids\": [\n    \"6702b4c1e8a9f3d2c1b0a987\",\n    \"6702b4c1e8a9f3d2c1b0a988\",\n    \"6702b4c1e8a9f3d2c1b0a989\"\n  ],\n  \"sequence\": \"66fd0e5a9b8c7d6e5f4a3b44\"\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/enrollments/bulk/move")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"ids\": [\n    \"6702b4c1e8a9f3d2c1b0a987\",\n    \"6702b4c1e8a9f3d2c1b0a988\",\n    \"6702b4c1e8a9f3d2c1b0a989\"\n  ],\n  \"sequence\": \"66fd0e5a9b8c7d6e5f4a3b44\"\n}")
  .asString();

require 'uri'
require 'net/http'

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

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  \"ids\": [\n    \"6702b4c1e8a9f3d2c1b0a987\",\n    \"6702b4c1e8a9f3d2c1b0a988\",\n    \"6702b4c1e8a9f3d2c1b0a989\"\n  ],\n  \"sequence\": \"66fd0e5a9b8c7d6e5f4a3b44\"\n}"

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

{
  "ok": 2,
  "failed": [
    {
      "id": "6702b4c1e8a9f3d2c1b0a989",
      "reason": "Contact is already enrolled in this sequence"
    }
  ]
}

{
  "message": [
    "sequence must be object id"
  ],
  "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": "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"
}

Moves up to 500 contacts from their current sequence into another one. For each id the contact is enrolled in the target first, and the original enrollment is finished only if that worked, so nobody is left out of both. Moved contacts start the target sequence at its first step.

curl -X POST 'https://client-api.salesfinity.co/v2/sequencer/enrollments/bulk/move' \
  -H 'x-api-key: YOUR_API_KEY' -H 'content-type: application/json' \
  -H 'Idempotency-Key: 2e7c4a9b-6d1f-4b3e-8a5c-7f0d1e9b2c46' \
  -d '{ "user_id": "USER_ID", "sequence": "TARGET_SEQUENCE_ID", "ids": ["ENROLLMENT_ID_1", "ENROLLMENT_ID_2", "ENROLLMENT_ID_3"] }'

{
  "ok": 2,
  "failed": [{ "id": "6702b4c1e8a9f3d2c1b0a989", "reason": "Contact is already enrolled in this sequence" }]
}

The new enrollments are owned by user_id, not by their previous owners, and their tasks go to that person. To keep ownership, move each rep’s enrollments with that rep as user_id, or reassign them in bulk afterwards.

What the target can refuse

The new enrollment goes through every check any enrollment does. When one refuses, the contact stays where they were and the id is listed under failed:

Check	Example reason
Already live in the target	`Contact is already enrolled in this sequence`
On the suppression list	`Contact is suppressed (email: unsubscribed)`
Blocked by one of the target’s rules of engagement	`Blocked by rule "Open deals": ...`
The owner is at the target’s throttle	`Sequence is at capacity (200 active enrollments)` or `Sequence has reached its daily add limit (50)`
The target does not exist on your team	`Sequence not found`, for every id

Two cases still move the contact:

If a rule holds the new enrollment for approval, the contact waits for approval in the target, and the original is finished.
If the target sequence is off, the new enrollment waits in pending until it is turned on, and the original is finished.

Large moves

The ids are processed one at a time inside the request, and one failure does not stop the rest. A very large move can outlast the 55-second request timeout: a 504 then means moves may still be completing. List the enrollments in both sequences before you retry, or move in smaller batches. note is accepted but not stored.

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.

Example:

"507f1f77bcf86cd799439011"

ids

string[]

required

Enrollment ids, 1 to 500.

Maximum array length: 500

sequence

string

required

The sequence to move them into. Each contact is enrolled there first, at its first step, and finished in the original only if that succeeds. The new enrollments are owned by user_id.

note

string

Accepted but not stored.

Maximum string length: 500

Response

How many succeeded, and why each of the others did not. Returned even when every id failed.

The outcome of a bulk enrollment action. The ids are processed one at a time, in the order sent, and one failure does not stop the rest.

integer

required

How many ids the action succeeded for.

failed

object[]

required

Every id the action did not succeed for, in the order sent.

Show child attributes

reassigned

integer

Bulk reassign only: the same number as ok.

Get started

MCP server

MCP reference

MCP use cases

Dialer API

Calls and analytics API

Enrichment API

Sequencer API

Move enrollments to another sequence

What the target can refuse

Large moves

Authorizations

Headers

Body

Response

​What the target can refuse

​Large moves

Authorizations

Headers

Body

Response

What the target can refuse

Large moves