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List sales playbook library metadata

GET/sales/playbooks

Returns the playbook library index containing all configured sales playbooks. Playbooks guide reps through deal strategies and objection-handling scripts. Use this endpoint to populate the playbook browser in the sales UI.

Request

This endpoint takes no parameters and no request body.

Responses

200 List of playbook metadata records

Content type application/json, object.

FieldTypeRequiredDescription
dataarray of object · SalesPlaybookV1No
data[].idintegerNo

Auto-incremented primary key.

data[].namestringNo

Playbook title.

Example: "Enterprise SaaS Close"

data[].categorystring, nullableNo

Playbook category (e.g. "Closing", "Discovery", "Objection Handling").

Example: "Closing"

data[].stage_triggerstring, nullableNo

Pipeline stage that this playbook is recommended for.

Example: "Proposal"

data[].statusstringNo

Whether the playbook is available to reps.

One of: "active", "inactive" · Example: "active"

data[].steps_countintegerNo

Number of steps in the playbook.

Example: 7

data[].created_atstring (date-time)No

Record creation timestamp.

Example

{
  "data": [
    {
      "id": 2,
      "name": "Enterprise SaaS Close",
      "category": "Closing",
      "stage_trigger": "Proposal",
      "status": "active",
      "steps_count": 7,
      "created_at": "2026-02-15T10:00:00Z"
    }
  ]
}

401 Unauthenticated

Example request

curl -X GET "https://{tenant}.faciotech.net/api/v1/sales/playbooks" \
  -H "Accept: application/json"
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