Preview an enrolment

curl --request POST \
  --url https://client-api.salesfinity.co/v2/sequencer/enrollment-runs/preview \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "507f1f77bcf86cd799439011",
  "sequence": "<string>",
  "source": {
    "contacts": [
      "<string>"
    ],
    "contact_list": "<string>",
    "prospects": [
      {
        "contact": "<string>",
        "email": "<string>",
        "linkedin_username": "<string>",
        "first_name": "<string>",
        "last_name": "<string>",
        "account": "<string>",
        "title": "<string>",
        "timezone": "<string>",
        "phone_number": "<string>",
        "phone_type": "mobile",
        "custom_fields": [
          {
            "label": "<string>",
            "value": {}
          }
        ]
      }
    ],
    "preview_id": "<string>"
  },
  "owner_id": "<string>",
  "force_include": [
    "<string>"
  ]
}
'

import requests

url = "https://client-api.salesfinity.co/v2/sequencer/enrollment-runs/preview"

payload = {
    "user_id": "507f1f77bcf86cd799439011",
    "sequence": "<string>",
    "source": {
        "contacts": ["<string>"],
        "contact_list": "<string>",
        "prospects": [
            {
                "contact": "<string>",
                "email": "<string>",
                "linkedin_username": "<string>",
                "first_name": "<string>",
                "last_name": "<string>",
                "account": "<string>",
                "title": "<string>",
                "timezone": "<string>",
                "phone_number": "<string>",
                "phone_type": "mobile",
                "custom_fields": [
                    {
                        "label": "<string>",
                        "value": {}
                    }
                ]
            }
        ],
        "preview_id": "<string>"
    },
    "owner_id": "<string>",
    "force_include": ["<string>"]
}
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',
    sequence: '<string>',
    source: {
      contacts: ['<string>'],
      contact_list: '<string>',
      prospects: [
        {
          contact: '<string>',
          email: '<string>',
          linkedin_username: '<string>',
          first_name: '<string>',
          last_name: '<string>',
          account: '<string>',
          title: '<string>',
          timezone: '<string>',
          phone_number: '<string>',
          phone_type: 'mobile',
          custom_fields: [{label: '<string>', value: {}}]
        }
      ],
      preview_id: '<string>'
    },
    owner_id: '<string>',
    force_include: ['<string>']
  })
};

fetch('https://client-api.salesfinity.co/v2/sequencer/enrollment-runs/preview', 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/enrollment-runs/preview",
  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',
    'sequence' => '<string>',
    'source' => [
        'contacts' => [
                '<string>'
        ],
        'contact_list' => '<string>',
        'prospects' => [
                [
                                'contact' => '<string>',
                                'email' => '<string>',
                                'linkedin_username' => '<string>',
                                'first_name' => '<string>',
                                'last_name' => '<string>',
                                'account' => '<string>',
                                'title' => '<string>',
                                'timezone' => '<string>',
                                'phone_number' => '<string>',
                                'phone_type' => 'mobile',
                                'custom_fields' => [
                                                                [
                                                                                                                                'label' => '<string>',
                                                                                                                                'value' => [
                                                                                                                                                                                                                                                                
                                                                                                                                ]
                                                                ]
                                ]
                ]
        ],
        'preview_id' => '<string>'
    ],
    'owner_id' => '<string>',
    'force_include' => [
        '<string>'
    ]
  ]),
  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/enrollment-runs/preview"

	payload := strings.NewReader("{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"sequence\": \"<string>\",\n  \"source\": {\n    \"contacts\": [\n      \"<string>\"\n    ],\n    \"contact_list\": \"<string>\",\n    \"prospects\": [\n      {\n        \"contact\": \"<string>\",\n        \"email\": \"<string>\",\n        \"linkedin_username\": \"<string>\",\n        \"first_name\": \"<string>\",\n        \"last_name\": \"<string>\",\n        \"account\": \"<string>\",\n        \"title\": \"<string>\",\n        \"timezone\": \"<string>\",\n        \"phone_number\": \"<string>\",\n        \"phone_type\": \"mobile\",\n        \"custom_fields\": [\n          {\n            \"label\": \"<string>\",\n            \"value\": {}\n          }\n        ]\n      }\n    ],\n    \"preview_id\": \"<string>\"\n  },\n  \"owner_id\": \"<string>\",\n  \"force_include\": [\n    \"<string>\"\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/enrollment-runs/preview")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"sequence\": \"<string>\",\n  \"source\": {\n    \"contacts\": [\n      \"<string>\"\n    ],\n    \"contact_list\": \"<string>\",\n    \"prospects\": [\n      {\n        \"contact\": \"<string>\",\n        \"email\": \"<string>\",\n        \"linkedin_username\": \"<string>\",\n        \"first_name\": \"<string>\",\n        \"last_name\": \"<string>\",\n        \"account\": \"<string>\",\n        \"title\": \"<string>\",\n        \"timezone\": \"<string>\",\n        \"phone_number\": \"<string>\",\n        \"phone_type\": \"mobile\",\n        \"custom_fields\": [\n          {\n            \"label\": \"<string>\",\n            \"value\": {}\n          }\n        ]\n      }\n    ],\n    \"preview_id\": \"<string>\"\n  },\n  \"owner_id\": \"<string>\",\n  \"force_include\": [\n    \"<string>\"\n  ]\n}")
  .asString();

require 'uri'
require 'net/http'

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

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  \"sequence\": \"<string>\",\n  \"source\": {\n    \"contacts\": [\n      \"<string>\"\n    ],\n    \"contact_list\": \"<string>\",\n    \"prospects\": [\n      {\n        \"contact\": \"<string>\",\n        \"email\": \"<string>\",\n        \"linkedin_username\": \"<string>\",\n        \"first_name\": \"<string>\",\n        \"last_name\": \"<string>\",\n        \"account\": \"<string>\",\n        \"title\": \"<string>\",\n        \"timezone\": \"<string>\",\n        \"phone_number\": \"<string>\",\n        \"phone_type\": \"mobile\",\n        \"custom_fields\": [\n          {\n            \"label\": \"<string>\",\n            \"value\": {}\n          }\n        ]\n      }\n    ],\n    \"preview_id\": \"<string>\"\n  },\n  \"owner_id\": \"<string>\",\n  \"force_include\": [\n    \"<string>\"\n  ]\n}"

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

{
  "preview_id": "<string>",
  "counts": {
    "total": 123,
    "will_add": 123,
    "needs_approval": 123,
    "excluded": 123
  },
  "excluded_reasons": [
    {}
  ],
  "rows": [
    {}
  ],
  "rows_truncated": true,
  "truncated": true,
  "unmeasured": [
    {}
  ]
}

{
  "message": [
    "limit must not be greater than 100"
  ],
  "error": "Bad Request",
  "statusCode": 400
}

{
  "message": "Forbidden resource",
  "error": "Forbidden",
  "statusCode": 403
}

{
  "message": "Too many requests",
  "error": "Too Many Requests",
  "statusCode": 429
}

{
  "message": "Internal server error",
  "error": "Internal Server Error",
  "statusCode": 500
}

POST

sequencer

enrollment-runs

preview

Preview an enrolment

curl --request POST \
  --url https://client-api.salesfinity.co/v2/sequencer/enrollment-runs/preview \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "507f1f77bcf86cd799439011",
  "sequence": "<string>",
  "source": {
    "contacts": [
      "<string>"
    ],
    "contact_list": "<string>",
    "prospects": [
      {
        "contact": "<string>",
        "email": "<string>",
        "linkedin_username": "<string>",
        "first_name": "<string>",
        "last_name": "<string>",
        "account": "<string>",
        "title": "<string>",
        "timezone": "<string>",
        "phone_number": "<string>",
        "phone_type": "mobile",
        "custom_fields": [
          {
            "label": "<string>",
            "value": {}
          }
        ]
      }
    ],
    "preview_id": "<string>"
  },
  "owner_id": "<string>",
  "force_include": [
    "<string>"
  ]
}
'

import requests

url = "https://client-api.salesfinity.co/v2/sequencer/enrollment-runs/preview"

payload = {
    "user_id": "507f1f77bcf86cd799439011",
    "sequence": "<string>",
    "source": {
        "contacts": ["<string>"],
        "contact_list": "<string>",
        "prospects": [
            {
                "contact": "<string>",
                "email": "<string>",
                "linkedin_username": "<string>",
                "first_name": "<string>",
                "last_name": "<string>",
                "account": "<string>",
                "title": "<string>",
                "timezone": "<string>",
                "phone_number": "<string>",
                "phone_type": "mobile",
                "custom_fields": [
                    {
                        "label": "<string>",
                        "value": {}
                    }
                ]
            }
        ],
        "preview_id": "<string>"
    },
    "owner_id": "<string>",
    "force_include": ["<string>"]
}
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',
    sequence: '<string>',
    source: {
      contacts: ['<string>'],
      contact_list: '<string>',
      prospects: [
        {
          contact: '<string>',
          email: '<string>',
          linkedin_username: '<string>',
          first_name: '<string>',
          last_name: '<string>',
          account: '<string>',
          title: '<string>',
          timezone: '<string>',
          phone_number: '<string>',
          phone_type: 'mobile',
          custom_fields: [{label: '<string>', value: {}}]
        }
      ],
      preview_id: '<string>'
    },
    owner_id: '<string>',
    force_include: ['<string>']
  })
};

fetch('https://client-api.salesfinity.co/v2/sequencer/enrollment-runs/preview', 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/enrollment-runs/preview",
  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',
    'sequence' => '<string>',
    'source' => [
        'contacts' => [
                '<string>'
        ],
        'contact_list' => '<string>',
        'prospects' => [
                [
                                'contact' => '<string>',
                                'email' => '<string>',
                                'linkedin_username' => '<string>',
                                'first_name' => '<string>',
                                'last_name' => '<string>',
                                'account' => '<string>',
                                'title' => '<string>',
                                'timezone' => '<string>',
                                'phone_number' => '<string>',
                                'phone_type' => 'mobile',
                                'custom_fields' => [
                                                                [
                                                                                                                                'label' => '<string>',
                                                                                                                                'value' => [
                                                                                                                                                                                                                                                                
                                                                                                                                ]
                                                                ]
                                ]
                ]
        ],
        'preview_id' => '<string>'
    ],
    'owner_id' => '<string>',
    'force_include' => [
        '<string>'
    ]
  ]),
  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/enrollment-runs/preview"

	payload := strings.NewReader("{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"sequence\": \"<string>\",\n  \"source\": {\n    \"contacts\": [\n      \"<string>\"\n    ],\n    \"contact_list\": \"<string>\",\n    \"prospects\": [\n      {\n        \"contact\": \"<string>\",\n        \"email\": \"<string>\",\n        \"linkedin_username\": \"<string>\",\n        \"first_name\": \"<string>\",\n        \"last_name\": \"<string>\",\n        \"account\": \"<string>\",\n        \"title\": \"<string>\",\n        \"timezone\": \"<string>\",\n        \"phone_number\": \"<string>\",\n        \"phone_type\": \"mobile\",\n        \"custom_fields\": [\n          {\n            \"label\": \"<string>\",\n            \"value\": {}\n          }\n        ]\n      }\n    ],\n    \"preview_id\": \"<string>\"\n  },\n  \"owner_id\": \"<string>\",\n  \"force_include\": [\n    \"<string>\"\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/enrollment-runs/preview")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"sequence\": \"<string>\",\n  \"source\": {\n    \"contacts\": [\n      \"<string>\"\n    ],\n    \"contact_list\": \"<string>\",\n    \"prospects\": [\n      {\n        \"contact\": \"<string>\",\n        \"email\": \"<string>\",\n        \"linkedin_username\": \"<string>\",\n        \"first_name\": \"<string>\",\n        \"last_name\": \"<string>\",\n        \"account\": \"<string>\",\n        \"title\": \"<string>\",\n        \"timezone\": \"<string>\",\n        \"phone_number\": \"<string>\",\n        \"phone_type\": \"mobile\",\n        \"custom_fields\": [\n          {\n            \"label\": \"<string>\",\n            \"value\": {}\n          }\n        ]\n      }\n    ],\n    \"preview_id\": \"<string>\"\n  },\n  \"owner_id\": \"<string>\",\n  \"force_include\": [\n    \"<string>\"\n  ]\n}")
  .asString();

require 'uri'
require 'net/http'

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

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  \"sequence\": \"<string>\",\n  \"source\": {\n    \"contacts\": [\n      \"<string>\"\n    ],\n    \"contact_list\": \"<string>\",\n    \"prospects\": [\n      {\n        \"contact\": \"<string>\",\n        \"email\": \"<string>\",\n        \"linkedin_username\": \"<string>\",\n        \"first_name\": \"<string>\",\n        \"last_name\": \"<string>\",\n        \"account\": \"<string>\",\n        \"title\": \"<string>\",\n        \"timezone\": \"<string>\",\n        \"phone_number\": \"<string>\",\n        \"phone_type\": \"mobile\",\n        \"custom_fields\": [\n          {\n            \"label\": \"<string>\",\n            \"value\": {}\n          }\n        ]\n      }\n    ],\n    \"preview_id\": \"<string>\"\n  },\n  \"owner_id\": \"<string>\",\n  \"force_include\": [\n    \"<string>\"\n  ]\n}"

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

{
  "preview_id": "<string>",
  "counts": {
    "total": 123,
    "will_add": 123,
    "needs_approval": 123,
    "excluded": 123
  },
  "excluded_reasons": [
    {}
  ],
  "rows": [
    {}
  ],
  "rows_truncated": true,
  "truncated": true,
  "unmeasured": [
    {}
  ]
}

{
  "message": [
    "limit must not be greater than 100"
  ],
  "error": "Bad Request",
  "statusCode": 400
}

{
  "message": "Forbidden resource",
  "error": "Forbidden",
  "statusCode": 403
}

{
  "message": "Too many requests",
  "error": "Too Many Requests",
  "statusCode": 429
}

{
  "message": "Internal server error",
  "error": "Internal Server Error",
  "statusCode": 500
}

What would happen if you ran this, without running it. Returns a preview_id, counts, a per-reason breakdown of everyone excluded, and up to 200 sample rows. Anything answerable from data Salesfinity already holds is answered exactly. Anything that would need a live CRM read is reported under unmeasured rather than guessed. Pass the preview_id back as a preview source to enrol exactly the set you reviewed. Previews expire after 30 minutes.

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"

sequence

string

required

The sequence to enrol into.

source

object

required

Show child attributes

owner_id

string

Who owns the resulting enrollments. Defaults to user_id.

force_include

string[]

Prospect keys from a preview to add despite a rule blocking them. They are held for approval, not waved through.

Response

Success.

A dry run. Anything answerable from held data is exact; anything needing a live CRM read is reported under unmeasured rather than guessed.

preview_id

string

Pass back as a preview source to enrol exactly this set. Expires after 30 minutes.

counts

object

Totals across the whole set.

Show child attributes

excluded_reasons

object[]

Counts per exclusion reason, across the whole set.

rows

object[]

Up to 200 sample rows.

rows_truncated

boolean

truncated

boolean

unmeasured

object[]

Rules that could not be evaluated without a live CRM read.

API Documentation

Contact Lists

Notes

Enrichment

Team & Call Logs

Scored Calls

Dispositions

CRM Sequences

Sequencer Sequences

Sequencer Steps

Sequencer Templates

Sequencer Enrollments

Sequencer Enrolment Runs

Sequencer Tasks

Sequencer Suppression

Sequencer Policies

Sequencer Settings

Snoozed Contacts

Follow-up Tasks

Custom Fields

Analytics

Preview an enrolment

Authorizations

Body

Response