Make a policy the team default

curl --request POST \
  --url https://client-api.salesfinity.co/v2/sequencer/policies/{id}/default \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "507f1f77bcf86cd799439011"
}
'

import requests

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

payload = { "user_id": "507f1f77bcf86cd799439011" }
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'})
};

fetch('https://client-api.salesfinity.co/v2/sequencer/policies/{id}/default', 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/policies/{id}/default",
  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'
  ]),
  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/policies/{id}/default"

	payload := strings.NewReader("{\n  \"user_id\": \"507f1f77bcf86cd799439011\"\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/policies/{id}/default")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"user_id\": \"507f1f77bcf86cd799439011\"\n}")
  .asString();

require 'uri'
require 'net/http'

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

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}"

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

{
  "_id": "66fe3a90e5f6a7b8c9d0e1a2",
  "team": "64b7f0c2e4b0a1b2c3d4e5f0",
  "name": "Re-engage closed-lost",
  "description": "Lighter rules for win-back sequences.",
  "is_default": true,
  "crm_refresh_hours": 12,
  "rules": [
    {
      "id": "5a6b7c8d-9e0f-4a1b-8c2d-3e4f5a6b7c8d",
      "enabled": true,
      "name": "Hold for approval if another rep owns the contact in the CRM",
      "condition_group": {
        "op": "all",
        "children": [
          {
            "type": "crm_owner_is_other_rep",
            "params": {
              "unmapped_owner": "allow"
            }
          }
        ]
      },
      "action": {
        "type": "require_approval",
        "params": {}
      },
      "scope": [
        "enrollment"
      ]
    }
  ],
  "outcome_rules": [
    {
      "id": "9f8e7d6c-5b4a-4f3e-9d2c-1b0a9f8e7d6c",
      "enabled": true,
      "name": "Positive reply finishes this contact",
      "outcome": "positive_reply",
      "actions": [
        {
          "type": "finish_contact",
          "params": {}
        }
      ]
    }
  ],
  "created_by": "64b7f0c2e4b0a1b2c3d4e5f9",
  "updated_by": "64b7f0c2e4b0a1b2c3d4e5f9",
  "created_at": "2026-10-03T18:30:00.000Z",
  "updated_at": "2026-10-03T19:10:00.000Z"
}

{
  "message": "Invalid ObjectId",
  "error": "Bad Request",
  "statusCode": 400,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Only the team owner or an admin can change the default policy",
  "error": "Forbidden",
  "statusCode": 403,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Policy 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": "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"
}

Policies

Make a policy the team default

Makes this policy the team default: the one every sequence that names no policy of its own runs under. The previous default stops being the default.

This changes behavior across the team within about a minute, so preview the rules first. Calling it on the policy that is already the default changes nothing. Returns the policy. Only the team owner or an admin can change the default. Acts as user_id. Counts against the Sequencer writes rate limit.

POST

sequencer

policies

{id}

default

Make a policy the team default

curl --request POST \
  --url https://client-api.salesfinity.co/v2/sequencer/policies/{id}/default \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "507f1f77bcf86cd799439011"
}
'

import requests

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

payload = { "user_id": "507f1f77bcf86cd799439011" }
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'})
};

fetch('https://client-api.salesfinity.co/v2/sequencer/policies/{id}/default', 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/policies/{id}/default",
  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'
  ]),
  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/policies/{id}/default"

	payload := strings.NewReader("{\n  \"user_id\": \"507f1f77bcf86cd799439011\"\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/policies/{id}/default")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"user_id\": \"507f1f77bcf86cd799439011\"\n}")
  .asString();

require 'uri'
require 'net/http'

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

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}"

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

{
  "_id": "66fe3a90e5f6a7b8c9d0e1a2",
  "team": "64b7f0c2e4b0a1b2c3d4e5f0",
  "name": "Re-engage closed-lost",
  "description": "Lighter rules for win-back sequences.",
  "is_default": true,
  "crm_refresh_hours": 12,
  "rules": [
    {
      "id": "5a6b7c8d-9e0f-4a1b-8c2d-3e4f5a6b7c8d",
      "enabled": true,
      "name": "Hold for approval if another rep owns the contact in the CRM",
      "condition_group": {
        "op": "all",
        "children": [
          {
            "type": "crm_owner_is_other_rep",
            "params": {
              "unmapped_owner": "allow"
            }
          }
        ]
      },
      "action": {
        "type": "require_approval",
        "params": {}
      },
      "scope": [
        "enrollment"
      ]
    }
  ],
  "outcome_rules": [
    {
      "id": "9f8e7d6c-5b4a-4f3e-9d2c-1b0a9f8e7d6c",
      "enabled": true,
      "name": "Positive reply finishes this contact",
      "outcome": "positive_reply",
      "actions": [
        {
          "type": "finish_contact",
          "params": {}
        }
      ]
    }
  ],
  "created_by": "64b7f0c2e4b0a1b2c3d4e5f9",
  "updated_by": "64b7f0c2e4b0a1b2c3d4e5f9",
  "created_at": "2026-10-03T18:30:00.000Z",
  "updated_at": "2026-10-03T19:10:00.000Z"
}

{
  "message": "Invalid ObjectId",
  "error": "Bad Request",
  "statusCode": 400,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Only the team owner or an admin can change the default policy",
  "error": "Forbidden",
  "statusCode": 403,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Policy 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": "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"
}

Makes one policy the team default: the rules every sequence without a policy of its own follows. The previous default stays as an ordinary policy.

Good to know

This changes behavior across the team within about a minute. Check List rules-of-engagement policies for how many sequences use the default, and preview its rules first.
Calling it on the policy that is already the default changes nothing.
Only the team owner or an admin can change the default.

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 policy 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"

Response

The policy, now the default.

A rules-of-engagement policy.

_id

string

24-character hexadecimal id.

Example:

"507f1f77bcf86cd799439011"

team

string

Team id.

name

string

Unique on the team.

description

string | null

is_default

boolean

The policy every sequence that names none of its own runs under. Exactly one per team.

crm_refresh_hours

integer

How old a contact's stored CRM data may be, in hours, before a CRM-backed rule refreshes it.

rules

object[]

Scenarios, in evaluation order.

Show child attributes

outcome_rules

object[]

Reactions.

Show child attributes

sequence_count

integer

Only on GET /v2/sequencer/policies: sequences running under this policy. The default also counts every sequence that names no policy.

created_by

string

Who created it. Absent on the default policy the team started with.

updated_by

string

Who changed it last.

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

Make a policy the team default

Good to know

Authorizations

Headers

Path Parameters

Body

Response

​Good to know

Authorizations

Headers

Path Parameters

Body

Response

Good to know