Update a one-off task
Changes the due date, priority, subject or note of an open one-off task. Send only the fields to change.
Moving due_at moves the task’s auto-skip deadline by the same amount. A task from a sequence cannot be edited (422), because its shape belongs to its step: snooze it with POST /v2/sequencer/tasks/{id}/snooze, or remove the prospect from the sequence. The action cannot be changed; cancel the task and create a new one.
Only the task’s assignee, whoever created it, or a team admin can edit it. A task that is already resolved returns 409. Returns the task with contact and sequence expanded. Acts as user_id. Not recorded on the task’s timeline. Counts against the Sequencer writes rate limit.
Good to know
- Tasks from a sequence are refused with 422. Snooze or skip them, or remove the prospect from the sequence.
- The action cannot change. Cancel the task and create a new one.
- Only the assignee, whoever created the task, or a team admin can edit it.
- Moving
due_atmoves the auto-skip deadline with it. Edits are not recorded on the task’s timeline.
Authorizations
Team-scoped API key generated in the Salesfinity dashboard under Settings → Connections → API & Webhooks. A missing or invalid key returns HTTP 403.
Path Parameters
24-character task id.
Body
The team member this call acts as. Must be an active member of the team the API key belongs to.
"507f1f77bcf86cd799439011"
New due time. Moves the auto-skip deadline by the same amount. At most 365 days ahead; up to 5 minutes in the past is accepted.
New priority band.
high, medium, low New short title, and subject line for a manual_email task.
998New instructions.
2000Response
The updated 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.
24-character hexadecimal id.
"507f1f77bcf86cd799439011"
Team id.
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.
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.
The sequence that created the task. Absent on a one-off task. Every task response expands it to _id and name.
The enrollment the task belongs to. Absent on a one-off task.
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.
sequence: created by a sequence step or a reaction. one_off: created by a rep.
sequence, one_off Who created a one-off task. Absent on sequence tasks.
True for tasks outside the cadence: every one-off task, and to-dos a reaction created. Completing or skipping one never moves an enrollment.
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.
call, manual_email, generic, linkedin_connect, linkedin_message, linkedin_view, linkedin_interact, meeting, sms 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.
pending, held, completed, skipped, expired, cancelled Priority band, copied from the step or set on a one-off task.
high, medium, low Short title: the step's display name on a sequence task, or what the creator entered on a one-off task.
Instructions for the rep: the step's task note, or the one-off task's note. A note sent on completion replaces it.
The drafted email of a manual_email task, rendered when the step came due, or the body sent on completion.
When the task is due.
When an untouched task is skipped automatically, moving to expired. Set from the step's auto-skip delay; absent when the step has none.
When the task was completed or skipped.
When the task went held with its paused enrollment; null otherwise.
The call that resolved a call task: from a disposition in the dialer, or from call_log on complete.
When the outcome of the call that resolved this task was applied to the enrollment.
The Sequencer dial list a pending call task is placed on; null or absent when it is not on one.
The task's row in that dial list.
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.
Why the last send of a manual_email task failed. Cleared when a new send starts.