Reassign a task

curl --request POST \
  --url https://client-api.salesfinity.co/v2/sequencer/tasks/{id}/reassign \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "64b7f0c2e4b0a1b2c3d4e5f9",
  "assignee_id": "64b7f0c2e4b0a1b2c3d4e5f2",
  "note": "Covering while Dana is out"
}
'

import requests

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

payload = {
    "user_id": "64b7f0c2e4b0a1b2c3d4e5f9",
    "assignee_id": "64b7f0c2e4b0a1b2c3d4e5f2",
    "note": "Covering while Dana is out"
}
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: '64b7f0c2e4b0a1b2c3d4e5f9',
    assignee_id: '64b7f0c2e4b0a1b2c3d4e5f2',
    note: 'Covering while Dana is out'
  })
};

fetch('https://client-api.salesfinity.co/v2/sequencer/tasks/{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/tasks/{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' => '64b7f0c2e4b0a1b2c3d4e5f9',
    'assignee_id' => '64b7f0c2e4b0a1b2c3d4e5f2',
    'note' => 'Covering while Dana is out'
  ]),
  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/tasks/{id}/reassign"

	payload := strings.NewReader("{\n  \"user_id\": \"64b7f0c2e4b0a1b2c3d4e5f9\",\n  \"assignee_id\": \"64b7f0c2e4b0a1b2c3d4e5f2\",\n  \"note\": \"Covering while Dana is out\"\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/tasks/{id}/reassign")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"user_id\": \"64b7f0c2e4b0a1b2c3d4e5f9\",\n  \"assignee_id\": \"64b7f0c2e4b0a1b2c3d4e5f2\",\n  \"note\": \"Covering while Dana is out\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://client-api.salesfinity.co/v2/sequencer/tasks/{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\": \"64b7f0c2e4b0a1b2c3d4e5f9\",\n  \"assignee_id\": \"64b7f0c2e4b0a1b2c3d4e5f2\",\n  \"note\": \"Covering while Dana is out\"\n}"

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

{
  "_id": "66fd2a91c3e4b5a6d7e8f901",
  "team": "64b7f0c2e4b0a1b2c3d4e5f0",
  "user": "64b7f0c2e4b0a1b2c3d4e5f2",
  "sequence": {
    "_id": "66f0aa11b2c3d4e5f6a7b8c1",
    "name": "Q4 outbound: VP Sales"
  },
  "sequence_state": "66fb3c22d4e5f6a7b8c9d0e1",
  "sequence_step": "66f0aa11b2c3d4e5f6a7b8d3",
  "contact": {
    "_id": "66f9b1e0a2c3d4e5f6a7b8c9",
    "first_name": "Theresa",
    "last_name": "Webb",
    "email": "[email protected]",
    "account": "Acme, LLC",
    "account_key": "acme",
    "title": "VP of Sales",
    "timezone": "America/Chicago",
    "phone_numbers": [
      {
        "type": "direct",
        "number": "+15125550142",
        "do_not_call": false
      }
    ],
    "last_touched_at": "2026-09-30T15:12:04.000Z"
  },
  "origin": "sequence",
  "action": "call",
  "subject": "Intro call",
  "note": "Reference the Q3 pipeline report she downloaded.",
  "due_at": "2026-10-03T14:00:00.000Z",
  "priority": "high",
  "autoskip_at": "2026-10-06T14:00:00.000Z",
  "state": "pending",
  "held_at": null,
  "standalone": false,
  "contact_list": null,
  "contact_list_item": null,
  "sending_claimed_at": null,
  "outcome_applied_at": null,
  "created_at": "2026-10-03T14:00:01.000Z",
  "updated_at": "2026-10-03T15:40:00.000Z"
}

{
  "message": [
    "assignee_id must be object id"
  ],
  "error": "Bad Request",
  "statusCode": 400,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "The acting user is not an active member of this team",
  "error": "Forbidden",
  "statusCode": 403,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Sequence task not found",
  "error": "Not Found",
  "statusCode": 404,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Task is already completed",
  "error": "Conflict",
  "statusCode": 409,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "The assignee is not a member of this 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"
}

Tasks

Reassign a task

Hands one open task (pending or held) to another team member. Only the task moves: the prospect stays in its sequence under the same owner, and later tasks still go to that owner.

A call task leaves the old assignee’s dial list at once and, while pending, is queued for the new assignee’s. Only the task’s assignee, the sequence’s owner, a team admin or, for a one-off task, whoever created it may reassign it. assignee_id must be a member of the team. Reassigning to the current assignee changes nothing. The change is recorded on the task’s timeline with note.

Returns the task with contact and sequence expanded. To move the prospect and their future tasks, reassign the enrollment with POST /v2/sequencer/enrollments/{id}/reassign. Acts as user_id. Counts against the Sequencer writes rate limit.

POST

sequencer

tasks

{id}

reassign

Reassign a task

curl --request POST \
  --url https://client-api.salesfinity.co/v2/sequencer/tasks/{id}/reassign \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "64b7f0c2e4b0a1b2c3d4e5f9",
  "assignee_id": "64b7f0c2e4b0a1b2c3d4e5f2",
  "note": "Covering while Dana is out"
}
'

import requests

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

payload = {
    "user_id": "64b7f0c2e4b0a1b2c3d4e5f9",
    "assignee_id": "64b7f0c2e4b0a1b2c3d4e5f2",
    "note": "Covering while Dana is out"
}
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: '64b7f0c2e4b0a1b2c3d4e5f9',
    assignee_id: '64b7f0c2e4b0a1b2c3d4e5f2',
    note: 'Covering while Dana is out'
  })
};

fetch('https://client-api.salesfinity.co/v2/sequencer/tasks/{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/tasks/{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' => '64b7f0c2e4b0a1b2c3d4e5f9',
    'assignee_id' => '64b7f0c2e4b0a1b2c3d4e5f2',
    'note' => 'Covering while Dana is out'
  ]),
  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/tasks/{id}/reassign"

	payload := strings.NewReader("{\n  \"user_id\": \"64b7f0c2e4b0a1b2c3d4e5f9\",\n  \"assignee_id\": \"64b7f0c2e4b0a1b2c3d4e5f2\",\n  \"note\": \"Covering while Dana is out\"\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/tasks/{id}/reassign")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"user_id\": \"64b7f0c2e4b0a1b2c3d4e5f9\",\n  \"assignee_id\": \"64b7f0c2e4b0a1b2c3d4e5f2\",\n  \"note\": \"Covering while Dana is out\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://client-api.salesfinity.co/v2/sequencer/tasks/{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\": \"64b7f0c2e4b0a1b2c3d4e5f9\",\n  \"assignee_id\": \"64b7f0c2e4b0a1b2c3d4e5f2\",\n  \"note\": \"Covering while Dana is out\"\n}"

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

{
  "_id": "66fd2a91c3e4b5a6d7e8f901",
  "team": "64b7f0c2e4b0a1b2c3d4e5f0",
  "user": "64b7f0c2e4b0a1b2c3d4e5f2",
  "sequence": {
    "_id": "66f0aa11b2c3d4e5f6a7b8c1",
    "name": "Q4 outbound: VP Sales"
  },
  "sequence_state": "66fb3c22d4e5f6a7b8c9d0e1",
  "sequence_step": "66f0aa11b2c3d4e5f6a7b8d3",
  "contact": {
    "_id": "66f9b1e0a2c3d4e5f6a7b8c9",
    "first_name": "Theresa",
    "last_name": "Webb",
    "email": "[email protected]",
    "account": "Acme, LLC",
    "account_key": "acme",
    "title": "VP of Sales",
    "timezone": "America/Chicago",
    "phone_numbers": [
      {
        "type": "direct",
        "number": "+15125550142",
        "do_not_call": false
      }
    ],
    "last_touched_at": "2026-09-30T15:12:04.000Z"
  },
  "origin": "sequence",
  "action": "call",
  "subject": "Intro call",
  "note": "Reference the Q3 pipeline report she downloaded.",
  "due_at": "2026-10-03T14:00:00.000Z",
  "priority": "high",
  "autoskip_at": "2026-10-06T14:00:00.000Z",
  "state": "pending",
  "held_at": null,
  "standalone": false,
  "contact_list": null,
  "contact_list_item": null,
  "sending_claimed_at": null,
  "outcome_applied_at": null,
  "created_at": "2026-10-03T14:00:01.000Z",
  "updated_at": "2026-10-03T15:40:00.000Z"
}

{
  "message": [
    "assignee_id must be object id"
  ],
  "error": "Bad Request",
  "statusCode": 400,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "The acting user is not an active member of this team",
  "error": "Forbidden",
  "statusCode": 403,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Sequence task not found",
  "error": "Not Found",
  "statusCode": 404,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Task is already completed",
  "error": "Conflict",
  "statusCode": 409,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "The assignee is not a member of this 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 task to another rep. Only the task moves: the prospect stays in the sequence under the same owner, and that owner gets the next step’s task.

Good to know

To move the prospect and all their future tasks, reassign the enrollment with Reassign an enrollment instead.
Allowed for the task’s assignee, the sequence’s owner, a team admin or, for a one-off task, whoever created it.
A call task leaves the old rep’s dial list and is queued for the new rep’s.
note is recorded on the task’s timeline.

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 task 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"

assignee_id

string

required

The team member to hand the task to. Must be a member of the team (422 otherwise).

note

string

Recorded on the reassignment timeline event.

Maximum string length: 500

Response

The reassigned task, with contact and sequence expanded.

A task in a rep's queue. contact, sequence, sequence_step and user are documented as ids, but responses expand some of them into objects, as each property says.

_id

string

24-character hexadecimal id.

Example:

"507f1f77bcf86cd799439011"

team

string

Team id.

user

string

Assignee, as a team member id. GET /v2/sequencer/tasks with the default sort=due expands it to an object with _id, first_name, last_name, email and image.

contact

string

The contact the task is about. Every task response expands it to an object: _id plus whichever of these are set: first_name, last_name, email, linkedin_username, account (company), account_key, title, phone_numbers, timezone, website, email_domain, last_touched_at, last_touch, channel_stats, crm_facts.

sequence

string | null

The sequence that created the task. Absent on a one-off task. Every task response expands it to _id and name.

sequence_state

string | null

The enrollment the task belongs to. Absent on a one-off task.

sequence_step

string | null

The step that created the task. Absent on a one-off task. GET /v2/sequencer/tasks expands it to _id, order, step_type and display_name, and GET /v2/sequencer/tasks/{id} adds task_note; other responses return the id.

origin

enum<string>

sequence: created by a sequence step or a reaction. one_off: created by a rep.

Available options:

sequence,

one_off

created_by

string

Who created a one-off task. Absent on sequence tasks.

standalone

boolean

True for tasks outside the cadence: every one-off task, and to-dos a reaction created. Completing or skipping one never moves an enrollment.

action

enum<string>

What the task asks for. Sequence steps create call, manual_email and generic; the LinkedIn actions, meeting and sms occur only on one-off tasks.

Available options:

call,

manual_email,

generic,

linkedin_connect,

linkedin_message,

linkedin_view,

linkedin_interact,

meeting,

sms

state

enum<string>

pending: open. held: waiting while the enrollment is paused; it cannot be completed or skipped until it returns to pending. completed and skipped: resolved by a person. expired: skipped automatically at autoskip_at. cancelled: withdrawn, because the enrollment ended underneath it or a one-off task was cancelled.

Available options:

pending,

held,

completed,

skipped,

expired,

cancelled

priority

enum<string>

Priority band, copied from the step or set on a one-off task.

Available options:

high,

medium,

low

subject

string | null

Short title: the step's display name on a sequence task, or what the creator entered on a one-off task.

note

string | null

Instructions for the rep: the step's task note, or the one-off task's note. A note sent on completion replaces it.

body

string

The drafted email of a manual_email task, rendered when the step came due, or the body sent on completion.

due_at

string<date-time>

When the task is due.

autoskip_at

string<date-time> | null

When an untouched task is skipped automatically, moving to expired. Set from the step's auto-skip delay; absent when the step has none.

completed_at

string<date-time> | null

When the task was completed or skipped.

held_at

string<date-time> | null

When the task went held with its paused enrollment; null otherwise.

call_log

string | null

The call that resolved a call task: from a disposition in the dialer, or from call_log on complete.

outcome_applied_at

string<date-time> | null

When the outcome of the call that resolved this task was applied to the enrollment.

contact_list

string | null

The Sequencer dial list a pending call task is placed on; null or absent when it is not on one.

contact_list_item

string | null

The task's row in that dial list.

sending_claimed_at

string<date-time> | null

Set while the email of a manual_email task is being sent. The task stays pending until the send is confirmed; a failed send clears this.

error_reason

string

Why the last send of a manual_email task failed. Cleared when a new send starts.

created_at

string<date-time>

updated_at

string<date-time>

Get started

MCP server

MCP reference

MCP use cases

Dialer API

Calls and analytics API

Enrichment API

Sequencer API

Reassign a task

Good to know

Authorizations

Headers

Path Parameters

Body

Response

​Good to know

Authorizations

Headers

Path Parameters

Body

Response

Good to know