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Sequences are automated follow-up campaigns. Each sequence has ordered steps that execute on a schedule. Steps can be fixed (pre-written message templates) or AI (the AI generates the message based on conversation context).

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List Sequences

GET /accounts/:id/sequences
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limit
integer
default:"50"
Max results (1-250)
​
offset
integer
default:"0"
Pagination offset
curl https://api.recoverbiz.com/v1/accounts/acc_8f3a1b2c/sequences \
  -H "X-Partner-Key: pk_live_abc123def456..."
Response: 200 OK 
{
  "sequences": [
    {
      "id": "seq_001",
      "name": "Application Recovery",
      "description": "Follow up with applicants who stalled at document collection",
      "is_active": true,
      "is_default": true,
      "steps": [
        {
          "order": 0,
          "type": "fixed",
          "message": "Hi {{first_name}}, this is {{company}}. We noticed your application is almost complete. Can I help with the remaining steps?",
          "delay_hours": 0,
          "skip_if_replied": false
        },
        {
          "order": 1,
          "type": "ai",
          "instructions": "Follow up warmly. Reference their application and ask about any blockers.",
          "delay_hours": 24,
          "skip_if_replied": true
        },
        {
          "order": 2,
          "type": "fixed",
          "message": "Just checking in, {{first_name}}. Your application is still open and we'd love to help you get approved. Any questions I can answer?",
          "delay_hours": 72,
          "skip_if_replied": true
        }
      ],
      "enrolled_count": 45,
      "completed_count": 12
    }
  ],
  "total": 3,
  "limit": 50,
  "offset": 0
}

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Create Sequence

POST /accounts/:id/sequences
​
name
string
required
Sequence name
​
description
string
Description of the sequence purpose
​
is_active
boolean
default:"true"
Whether the sequence is active
​
is_default
boolean
default:"false"
Whether this is the default sequence for auto-enrollment
​
steps
array
required
Ordered array of sequence steps

​
Step Object

FieldTypeRequiredDescription
typestringYesfixed or ai
messagestringFor fixedMessage template with variable support
instructionsstringFor aiInstructions for the AI on what to say
delay_hoursintegerNoHours to wait before sending. Default: 0.
skip_if_repliedbooleanNoSkip this step if the lead has replied. Default: true.
curl -X POST https://api.recoverbiz.com/v1/accounts/acc_8f3a1b2c/sequences \
  -H "X-Partner-Key: pk_live_abc123def456..." \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Collections Follow-up",
    "description": "Automated outreach for overdue accounts",
    "is_active": true,
    "is_default": false,
    "steps": [
      {
        "type": "fixed",
        "message": "Hi {{first_name}}, this is {{company}}. We wanted to reach out about your account. When would be a good time to discuss your payment options?",
        "delay_hours": 0,
        "skip_if_replied": false
      },
      {
        "type": "ai",
        "instructions": "Follow up on payment. Be empathetic and offer flexible payment arrangements. Do not be aggressive.",
        "delay_hours": 48,
        "skip_if_replied": true
      }
    ]
  }'
Response: 201 Created 
{
  "id": "seq_002",
  "name": "Collections Follow-up",
  "description": "Automated outreach for overdue accounts",
  "is_active": true,
  "is_default": false,
  "steps": [
    { "order": 0, "type": "fixed", "message": "Hi {{first_name}}, this is {{company}}...", "delay_hours": 0, "skip_if_replied": false },
    { "order": 1, "type": "ai", "instructions": "Follow up on payment. Be empathetic...", "delay_hours": 48, "skip_if_replied": true }
  ],
  "enrolled_count": 0,
  "completed_count": 0,
  "created_at": "2026-02-15T10:30:00Z"
}

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Template Variables

Fixed-type steps support these variables:
VariableDescription
{{first_name}}Lead’s first name
{{last_name}}Lead’s last name
{{name}}Full name
{{company}}Account’s company name
{{email}}Lead’s email
{{property_address}}Property address

​
Enroll a Lead

POST /accounts/:id/sequences/:sequence_id/enroll
​
phone
string
required
Phone number of the lead to enroll (E.164)
curl -X POST https://api.recoverbiz.com/v1/accounts/acc_8f3a1b2c/sequences/seq_001/enroll \
  -H "X-Partner-Key: pk_live_abc123def456..." \
  -H "Content-Type: application/json" \
  -d '{ "phone": "+14155551234" }'
Response: 200 OK 
{
  "success": true,
  "action": "enrolled",
  "message_sent": true,
  "next_step_at": "2026-02-16T10:00:00Z"
}
If the lead is already enrolled and active, the response action will be "already_enrolled". If previously cancelled, it will be "reactivated".

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Update Sequence

PATCH /accounts/:id/sequences/:sequence_id Update a sequence’s name, description, active status, or steps. Leads already enrolled continue on the existing steps — changes only apply to new enrollments. 
curl -X PATCH https://api.recoverbiz.com/v1/accounts/acc_8f3a1b2c/sequences/seq_001 \
  -H "X-Partner-Key: pk_live_abc123def456..." \
  -H "Content-Type: application/json" \
  -d '{
    "is_active": false
  }'

​
Delete Sequence

DELETE /accounts/:id/sequences/:sequence_id Removes a sequence. Leads currently enrolled are automatically cancelled. 
curl -X DELETE https://api.recoverbiz.com/v1/accounts/acc_8f3a1b2c/sequences/seq_001 \
  -H "X-Partner-Key: pk_live_abc123def456..."
Response: 200 OK 
{
  "success": true,
  "cancelled_enrollments": 3
}