Update a rules-of-engagement policy

curl --request PATCH \
  --url https://client-api.salesfinity.co/v2/sequencer/policies/{id} \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "64b7f0c2e4b0a1b2c3d4e5f9",
  "crm_refresh_hours": 24
}
'

import requests

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

payload = {
    "user_id": "64b7f0c2e4b0a1b2c3d4e5f9",
    "crm_refresh_hours": 24
}
headers = {
    "x-api-key": "<api-key>",
    "Content-Type": "application/json"
}

response = requests.patch(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'PATCH',
  headers: {'x-api-key': '<api-key>', 'Content-Type': 'application/json'},
  body: JSON.stringify({user_id: '64b7f0c2e4b0a1b2c3d4e5f9', crm_refresh_hours: 24})
};

fetch('https://client-api.salesfinity.co/v2/sequencer/policies/{id}', 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}",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "PATCH",
  CURLOPT_POSTFIELDS => json_encode([
    'user_id' => '64b7f0c2e4b0a1b2c3d4e5f9',
    'crm_refresh_hours' => 24
  ]),
  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}"

	payload := strings.NewReader("{\n  \"user_id\": \"64b7f0c2e4b0a1b2c3d4e5f9\",\n  \"crm_refresh_hours\": 24\n}")

	req, _ := http.NewRequest("PATCH", 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.patch("https://client-api.salesfinity.co/v2/sequencer/policies/{id}")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"user_id\": \"64b7f0c2e4b0a1b2c3d4e5f9\",\n  \"crm_refresh_hours\": 24\n}")
  .asString();

require 'uri'
require 'net/http'

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

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Patch.new(url)
request["x-api-key"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"user_id\": \"64b7f0c2e4b0a1b2c3d4e5f9\",\n  \"crm_refresh_hours\": 24\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": false,
  "crm_refresh_hours": 24,
  "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": "2026-10-03T19:02:10.000Z"
}

{
  "message": "Policy has invalid rules",
  "error": "Bad Request",
  "statusCode": 400,
  "errors": [
    "Rule \"Skip after 3 opens\": \"Skip this step\" cannot be applied at enrollment"
  ],
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Only the team owner or an admin can change policies",
  "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": "A policy named \"Re-engage closed-lost\" already exists",
  "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

Update a rules-of-engagement policy

Changes a policy; rules and outcome_rules each replace the whole list when sent.

Send only the fields to change. When you send rules or outcome_rules, include every rule you want to keep, with its id, so the history that refers to it stays attached, and with its sequences, or it starts applying to every sequence.

Rules are validated as on create, and a failure returns 400 with errors. The change applies to every sequence that runs under the policy, including all sequences on the default, at their next enrollment or step check, within about a minute. Preview rule changes first.

The conditions prior_calls (called at least N times in the last N days), last_call_result (their most recent call’s result) and had_call_result (any of their latest 100 calls got a result) read every dial to the person, from any list in the dialer or any sequence. Results are named by the id from GET /v1/dispositions.

The action route_to_sequence (enrollment scope only, params.sequence required) starts a person in another sequence instead of this one, and both sequences record why. The target must be one of your team’s sequences that is not archived, and cannot be one the rule itself is limited to. Someone already routed is not routed again, and someone the target cannot take is skipped with the reason.

Each rule and reaction can list the sequences it applies to, up to 50. Leave it out, or send [], for every sequence that uses the policy.

Only the team owner or an admin can change policies. Renaming to a name already used on the team returns 409. Acts as user_id. Counts against the Sequencer writes rate limit.

PATCH

sequencer

policies

{id}

Update a rules-of-engagement policy

curl --request PATCH \
  --url https://client-api.salesfinity.co/v2/sequencer/policies/{id} \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "user_id": "64b7f0c2e4b0a1b2c3d4e5f9",
  "crm_refresh_hours": 24
}
'

import requests

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

payload = {
    "user_id": "64b7f0c2e4b0a1b2c3d4e5f9",
    "crm_refresh_hours": 24
}
headers = {
    "x-api-key": "<api-key>",
    "Content-Type": "application/json"
}

response = requests.patch(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'PATCH',
  headers: {'x-api-key': '<api-key>', 'Content-Type': 'application/json'},
  body: JSON.stringify({user_id: '64b7f0c2e4b0a1b2c3d4e5f9', crm_refresh_hours: 24})
};

fetch('https://client-api.salesfinity.co/v2/sequencer/policies/{id}', 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}",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "PATCH",
  CURLOPT_POSTFIELDS => json_encode([
    'user_id' => '64b7f0c2e4b0a1b2c3d4e5f9',
    'crm_refresh_hours' => 24
  ]),
  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}"

	payload := strings.NewReader("{\n  \"user_id\": \"64b7f0c2e4b0a1b2c3d4e5f9\",\n  \"crm_refresh_hours\": 24\n}")

	req, _ := http.NewRequest("PATCH", 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.patch("https://client-api.salesfinity.co/v2/sequencer/policies/{id}")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"user_id\": \"64b7f0c2e4b0a1b2c3d4e5f9\",\n  \"crm_refresh_hours\": 24\n}")
  .asString();

require 'uri'
require 'net/http'

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

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Patch.new(url)
request["x-api-key"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"user_id\": \"64b7f0c2e4b0a1b2c3d4e5f9\",\n  \"crm_refresh_hours\": 24\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": false,
  "crm_refresh_hours": 24,
  "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": "2026-10-03T19:02:10.000Z"
}

{
  "message": "Policy has invalid rules",
  "error": "Bad Request",
  "statusCode": 400,
  "errors": [
    "Rule \"Skip after 3 opens\": \"Skip this step\" cannot be applied at enrollment"
  ],
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Only the team owner or an admin can change policies",
  "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": "A policy named \"Re-engage closed-lost\" already exists",
  "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"
}

Changes a policy’s name, description, CRM refresh window, scenarios or reactions.

rules and outcome_rules replace the whole list. A rule you leave out is deleted. Read the policy first, edit the list, and send all of it back with each rule’s id and sequences. A rule sent back without its sequences starts applying to every sequence.

Good to know

The change applies to every sequence running under the policy, including all sequences on the team default, within about a minute. Preview rule changes first with Preview a draft rule set.
Only the team owner or an admin can change policies.
The call-history conditions, route_to_sequence and per-rule sequences work as described on Create a rules-of-engagement policy.
Invalid rules return 400 with every problem listed in errors. Renaming to a name already used on the team returns 409.

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.

Path Parameters

string

required

24-character policy id.

Body

application/json

user_id

string

required

The team member making the change. Must be an active member of the team, and the team owner or an admin.

name

string

Unique on the team. Must not be empty.

Maximum string length: 120

description

string

Maximum string length: 2000

rules

object[]

Replaces every scenario. Send the full list, keeping each rule's id and sequences. Up to 100.

Maximum array length: 100

Show child attributes

outcome_rules

object[]

Replaces every reaction. Send the full list, keeping each rule's id and sequences. Up to 50.

Maximum array length: 50

Show child attributes

crm_refresh_hours

number

Whole hours, 1 to 168. How old a contact's stored CRM data may be before a CRM-backed rule refreshes it.

Required range: 1 <= x <= 168

Response

The updated policy.

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

Update a rules-of-engagement policy

Good to know

Authorizations

Path Parameters

Body

Response

​Good to know

Authorizations

Path Parameters

Body

Response

Good to know