Reassign an enrollment

curl --request POST \
  --url https://client-api.salesfinity.co/v2/sequencer/enrollments/{id}/reassign \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "507f1f77bcf86cd799439011",
  "owner_id": "64b7c2d9e1f0a3b4c5d6e7f8",
  "include_open_tasks": true,
  "note": "Dana now covers this account"
}
'

import requests

url = "https://client-api.salesfinity.co/v2/sequencer/enrollments/{id}/reassign"

payload = {
    "user_id": "507f1f77bcf86cd799439011",
    "owner_id": "64b7c2d9e1f0a3b4c5d6e7f8",
    "include_open_tasks": True,
    "note": "Dana now covers this account"
}
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',
    owner_id: '64b7c2d9e1f0a3b4c5d6e7f8',
    include_open_tasks: true,
    note: 'Dana now covers this account'
  })
};

fetch('https://client-api.salesfinity.co/v2/sequencer/enrollments/{id}/reassign', 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/{id}/reassign",
  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',
    'owner_id' => '64b7c2d9e1f0a3b4c5d6e7f8',
    'include_open_tasks' => true,
    'note' => 'Dana now covers this account'
  ]),
  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/{id}/reassign"

	payload := strings.NewReader("{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"owner_id\": \"64b7c2d9e1f0a3b4c5d6e7f8\",\n  \"include_open_tasks\": true,\n  \"note\": \"Dana now covers this account\"\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/{id}/reassign")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"owner_id\": \"64b7c2d9e1f0a3b4c5d6e7f8\",\n  \"include_open_tasks\": true,\n  \"note\": \"Dana now covers this account\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://client-api.salesfinity.co/v2/sequencer/enrollments/{id}/reassign")

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  \"owner_id\": \"64b7c2d9e1f0a3b4c5d6e7f8\",\n  \"include_open_tasks\": true,\n  \"note\": \"Dana now covers this account\"\n}"

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

{
  "_id": "507f1f77bcf86cd799439011",
  "sequence": "507f1f77bcf86cd799439011",
  "contact": "507f1f77bcf86cd799439011",
  "user": "<string>",
  "state": "pending",
  "current_step": "<string>",
  "current_step_order": 123,
  "next_step_due_at": "2023-11-07T05:31:56Z",
  "pending_reason": "approval",
  "pause_reason": "<string>",
  "resume_at": "2023-11-07T05:31:56Z",
  "last_reply_category": "<string>",
  "replied_at": "2023-11-07T05:31:56Z",
  "finished_at": "2023-11-07T05:31:56Z",
  "open_count": 123,
  "reply_count": 123,
  "created_at": "2023-11-07T05:31:56Z",
  "team": "<string>",
  "creator": "<string>",
  "state_changed_at": "2023-11-07T05:31:56Z",
  "active_at": "2023-11-07T05:31:56Z",
  "approval": {
    "rule_id": "<string>",
    "rule_name": "<string>",
    "reason": "<string>",
    "requested_at": "2023-11-07T05:31:56Z",
    "decided_at": "2023-11-07T05:31:56Z",
    "decided_by": "<string>",
    "decision": "approved",
    "note": "<string>"
  },
  "error_reason": "<string>",
  "enrollment_source": {},
  "last_reply_at": "2023-11-07T05:31:56Z",
  "click_count": 123,
  "deliver_count": 123,
  "bounce_count": 123,
  "opt_out_count": 123,
  "failure_count": 123,
  "updated_at": "2023-11-07T05:31:56Z"
}

{
  "message": [
    "owner_id 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": "Sequence state not found",
  "error": "Not Found",
  "statusCode": 404,
  "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": "Cannot assign an enrollment to a user outside your team",
  "error": "Unprocessable Entity",
  "statusCode": 422,
  "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

Reassign an enrollment

Hands one enrollment to another team member. By default its open tasks move too — call tasks leave the previous owner’s dial queue and go onto the new owner’s — and every task its later steps create goes to the new owner. Send include_open_tasks: false to leave the open tasks with the previous owner.

owner_id must be a member of the team, or the call returns 422. user_id must be the enrollment’s current owner, the sequence’s author, the team owner or a team admin, or the call returns 403. Only a live enrollment can be reassigned; a finished, bounced, opted-out or failed one returns 409. Reassigning to the current owner changes nothing. The change is recorded on the timeline as enrollment_reassigned, with note. Counts toward the Sequencer writes rate limit.

POST

sequencer

enrollments

{id}

reassign

Reassign an enrollment

curl --request POST \
  --url https://client-api.salesfinity.co/v2/sequencer/enrollments/{id}/reassign \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "507f1f77bcf86cd799439011",
  "owner_id": "64b7c2d9e1f0a3b4c5d6e7f8",
  "include_open_tasks": true,
  "note": "Dana now covers this account"
}
'

import requests

url = "https://client-api.salesfinity.co/v2/sequencer/enrollments/{id}/reassign"

payload = {
    "user_id": "507f1f77bcf86cd799439011",
    "owner_id": "64b7c2d9e1f0a3b4c5d6e7f8",
    "include_open_tasks": True,
    "note": "Dana now covers this account"
}
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',
    owner_id: '64b7c2d9e1f0a3b4c5d6e7f8',
    include_open_tasks: true,
    note: 'Dana now covers this account'
  })
};

fetch('https://client-api.salesfinity.co/v2/sequencer/enrollments/{id}/reassign', 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/{id}/reassign",
  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',
    'owner_id' => '64b7c2d9e1f0a3b4c5d6e7f8',
    'include_open_tasks' => true,
    'note' => 'Dana now covers this account'
  ]),
  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/{id}/reassign"

	payload := strings.NewReader("{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"owner_id\": \"64b7c2d9e1f0a3b4c5d6e7f8\",\n  \"include_open_tasks\": true,\n  \"note\": \"Dana now covers this account\"\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/{id}/reassign")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"user_id\": \"507f1f77bcf86cd799439011\",\n  \"owner_id\": \"64b7c2d9e1f0a3b4c5d6e7f8\",\n  \"include_open_tasks\": true,\n  \"note\": \"Dana now covers this account\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://client-api.salesfinity.co/v2/sequencer/enrollments/{id}/reassign")

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  \"owner_id\": \"64b7c2d9e1f0a3b4c5d6e7f8\",\n  \"include_open_tasks\": true,\n  \"note\": \"Dana now covers this account\"\n}"

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

{
  "_id": "507f1f77bcf86cd799439011",
  "sequence": "507f1f77bcf86cd799439011",
  "contact": "507f1f77bcf86cd799439011",
  "user": "<string>",
  "state": "pending",
  "current_step": "<string>",
  "current_step_order": 123,
  "next_step_due_at": "2023-11-07T05:31:56Z",
  "pending_reason": "approval",
  "pause_reason": "<string>",
  "resume_at": "2023-11-07T05:31:56Z",
  "last_reply_category": "<string>",
  "replied_at": "2023-11-07T05:31:56Z",
  "finished_at": "2023-11-07T05:31:56Z",
  "open_count": 123,
  "reply_count": 123,
  "created_at": "2023-11-07T05:31:56Z",
  "team": "<string>",
  "creator": "<string>",
  "state_changed_at": "2023-11-07T05:31:56Z",
  "active_at": "2023-11-07T05:31:56Z",
  "approval": {
    "rule_id": "<string>",
    "rule_name": "<string>",
    "reason": "<string>",
    "requested_at": "2023-11-07T05:31:56Z",
    "decided_at": "2023-11-07T05:31:56Z",
    "decided_by": "<string>",
    "decision": "approved",
    "note": "<string>"
  },
  "error_reason": "<string>",
  "enrollment_source": {},
  "last_reply_at": "2023-11-07T05:31:56Z",
  "click_count": 123,
  "deliver_count": 123,
  "bounce_count": 123,
  "opt_out_count": 123,
  "failure_count": 123,
  "updated_at": "2023-11-07T05:31:56Z"
}

{
  "message": [
    "owner_id 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": "Sequence state not found",
  "error": "Not Found",
  "statusCode": 404,
  "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": "Cannot assign an enrollment to a user outside your team",
  "error": "Unprocessable Entity",
  "statusCode": 422,
  "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"
}

Hands one enrollment to another team member. From then on, every task its steps create goes to the new owner. Open tasks move too unless you send include_open_tasks: false. A moved call task leaves the previous owner’s dial queue and goes onto the new owner’s.

curl -X POST 'https://client-api.salesfinity.co/v2/sequencer/enrollments/ENROLLMENT_ID/reassign' \
  -H 'x-api-key: YOUR_API_KEY' -H 'content-type: application/json' \
  -H 'Idempotency-Key: 0b8e2f4a-6c1d-4a9e-8f3b-2d7c5e1a9b6f' \
  -d '{ "user_id": "USER_ID", "owner_id": "NEW_OWNER_ID", "note": "Dana now covers this account" }'

Who can reassign

user_id must be one of:

the enrollment’s current owner;
the sequence’s author;
the team owner or a team admin.

Anyone else gets 403. owner_id must be a member of the team, or the call returns 422. GET /v1/team lists the members and their ids. Only a live enrollment can be reassigned: a finished, bounced, opted-out or failed one returns 409. Reassigning to the current owner changes nothing. The change is recorded on the timeline as enrollment_reassigned, with your note. To hand over many enrollments at once, use Reassign enrollments in bulk.

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.

Path Parameters

string

required

24-character enrollment id.

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"

owner_id

string

required

The team member to hand the enrollment to. Must be a member of the team; otherwise 422.

include_open_tasks

boolean

default:true

Move the enrollment's open tasks to the new owner too. Set false to leave them with the previous owner.

note

string

Recorded on the enrollment_reassigned timeline event.

Maximum string length: 500

Response

The enrollment as it is after the call.

One contact's position in one sequence. A response can also carry internal bookkeeping fields not listed here; do not rely on them.

_id

string

24-character hexadecimal id.

Example:

"507f1f77bcf86cd799439011"

sequence

string

24-character hexadecimal id.

Example:

"507f1f77bcf86cd799439011"

contact

string

24-character hexadecimal id.

Example:

"507f1f77bcf86cd799439011"

user

string

Owning team member. Their queue gets the tasks.

state

enum<string>

pending: enrolled but not started, either held for approval or waiting for the sequence to be turned on. active: working through the steps. paused: stopped until resumed. finished, bounced, opted_out and failed are terminal.

Available options:

pending,

active,

paused,

finished,

bounced,

opted_out,

failed

current_step

string | null

Id of the step the enrollment is on: the next step to run, or the step whose task is open.

current_step_order

integer | null

The order of current_step in the sequence.

next_step_due_at

string<date-time> | null

When current_step is due to run. Null while the enrollment is pending, waiting on an open task, paused, or ended.

pending_reason

enum<string> | null

approval while a rule of engagement is holding the enrollment for a manager. Absent on a pending enrollment that is only waiting for its sequence to be turned on.

Available options:

approval,

null

pause_reason

string | null

Why it is paused: the pause_reason sent to Pause an enrollment, or one Salesfinity set, such as sequence_disabled, replied, out_of_office, policy, outcome_rule, account_action, schedule_closed or transient_error.

resume_at

string<date-time> | null

When a paused enrollment resumes itself. Absent when it waits for someone to resume it.

last_reply_category

string | null

How the most recent reply was classified: interested, meeting_request, not_interested, out_of_office, wrong_person, unsubscribe_request, auto_reply or unknown.

replied_at

string<date-time> | null

finished_at

string<date-time> | null

When the enrollment was finished.

open_count

integer

Opens recorded on this enrollment's emails.

reply_count

integer

Replies recorded from this contact.

created_at

string<date-time>

When the contact was enrolled.

team

string

The team's id.

creator

string

The team member who enrolled the contact: the user_id of the call that created the enrollment. Can differ from the owner.

state_changed_at

string<date-time>

When state last changed.

active_at

string<date-time>

When the enrollment first became active. Absent until then.

approval

object | null

The approval hold, when a rule held this enrollment: which rule and why and, once decided, who decided, when, the decision and the note. Null if no rule ever held it.

Show child attributes

error_reason

string | null

Why the enrollment failed, when state is failed. Cleared by a retry.

enrollment_source

object | null

Set when Salesfinity created the enrollment itself, for example from a follow-up rule. Null when a person or an API call enrolled the contact.

last_reply_at

string<date-time>

When the most recent reply arrived.

click_count

integer

Link clicks recorded on this enrollment's emails.

deliver_count

integer

Emails confirmed delivered.

bounce_count

integer

Bounces recorded.

opt_out_count

integer

Opt-outs recorded.

failure_count

integer

Errors on the current step so far. Reset to 0 by a retry.

updated_at

string<date-time>

When the enrollment last changed.

Get started

MCP server

MCP reference

MCP use cases

Dialer API

Calls and analytics API

Enrichment API

Sequencer API

Reassign an enrollment

Who can reassign

Authorizations

Headers

Path Parameters

Body

Response

​Who can reassign

Authorizations

Headers

Path Parameters

Body

Response

Who can reassign