> ## Documentation Index
> Fetch the complete documentation index at: https://api-docs.helpyousponsor.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Get a resumable workspace setup session

> Returns the authenticated setup state and display-safe questions. Before intent confirmation, primary_goal selects the starting-point question branch. The default session lifetime is24 hours, configurable by the server. Use the session header, rather than an administrator bearer token.



## OpenAPI

````yaml get /workspace-onboarding/{public_id}
openapi: 3.0.0
info:
  title: Gratona API
  description: >-
    REST API for the Gratona fundraising platform, including donor, donation,
    sponsorship, program, event, and integration workflows. Endpoints are
    organized by tag. Most endpoints require either a Passport bearer token or
    an issued API key — see the Security Schemes section.
  contact:
    name: Gratona Engineering
    url: https://gratona.com
    email: devs@gratona.com
  version: 1.0.0
servers:
  - url: https://api.gratona.com/v1
    description: Server Version 1.0.0
security: []
tags:
  - name: Auth
    description: >-
      Login, signup, logout, password reset, and email verification for admin
      users and donors.
  - name: Donors
    description: >-
      Donor records: CRUD, profile fields, household linkage, search, filters,
      merge, and duplicate detection.
  - name: Donations
    description: >-
      Individual donation records, recurring commitments, soft credits, refunds,
      designations, and exports.
  - name: Sponsorships
    description: >-
      Donor-to-entity commitment relationships, lifecycle transitions, and
      commitment-specific filters.
  - name: Entities
    description: >-
      Recipient records (children, families, projects, animals, etc.), their
      status, and entity-level fields.
  - name: Programs
    description: >-
      Program / campaign configuration: hierarchy, settings, and program-level
      metadata.
  - name: Forms
    description: >-
      Custom form builder (HysForm), form fields, standardized donor fields, and
      field migrations.
  - name: Trips
    description: >-
      Mission-trip management: trips, participants, budgets, tasks,
      e-signatures, fundraising milestones, and background checks.
  - name: Communications
    description: >-
      Email templates, SMS, newsletters, donor email manager, and per-donor
      notes.
  - name: Payments
    description: >-
      Payment-gateway management (Stripe, PayPal, Flutterwave, QuickBooks).
      Excludes inbound webhooks — see the Webhooks tag.
  - name: Reports
    description: Dashboards, analytics, scheduled reports, and exports.
  - name: Admin
    description: >-
      Client-account administration: users, groups/permissions, settings,
      integrations, and account lifecycle.
  - name: Donor Portal
    description: >-
      Endpoints consumed by the donor-facing portal (donor login, dashboard,
      donation history, messages).
  - name: Recipient Portal
    description: Endpoints consumed by the recipient-facing portal.
  - name: Public
    description: >-
      Unauthenticated public endpoints: donor signup, public trip pages,
      peer-to-peer campaigns, public checkout.
  - name: Webhooks
    description: >-
      Inbound webhooks from third parties (Stripe, PayPal, Flutterwave, Checkr,
      DropboxSign). Annotated minimally for reference; payload shapes are owned
      by the upstream provider.
  - name: Events
    description: >-
      Event setup, invitations, registration, ticketing, attendance and event
      reporting.
  - name: Journeys
    description: >-
      Journey graphs, activation, enrollment, message templates and event
      follow-up automations.
  - name: Tasks
    description: Workspace tasks, assignments, saved task views and record collaboration.
  - name: Fundraising
    description: >-
      Fundraising portfolios, stewardship plans, giving anniversaries and
      personal donor follow-up.
  - name: Impact Stories
    description: Story intake, review, assets, consent and publication workflows.
  - name: Integrations
    description: Workspace integration connections, mappings, synchronization and recovery.
  - name: Email Calendar
    description: Connected email/calendar accounts and donor interactions.
  - name: Spaces
    description: Workspace Spaces and collaborative Pages.
  - name: Library
    description: Workspace documents, source connections, files and analysis.
  - name: Intelligence
    description: Donor intelligence and Tali workspace workflows.
  - name: Automation
    description: >-
      V3 automation primitive discovery, input validation, invocation and Zapier
      contracts.
  - name: Schema
    description: V3 model, enum, capability and scope discovery.
  - name: Zapier
    description: Zapier automation connections, polling feeds and actions.
  - name: Files
    description: Files
  - name: Client
    description: Client
  - name: Payment Gateways
    description: Payment Gateways
  - name: Email Settings
    description: Email Settings
  - name: Admin Dashboard
    description: Admin Dashboard
  - name: Recipients
    description: Recipients
  - name: Historical Archived Updates
    description: Historical Archived Updates
  - name: Team & access
    description: Team & access
  - name: Settings
    description: Settings
  - name: Notifications
    description: Notifications
  - name: Participation
    description: Participation
  - name: Users
    description: Users
  - name: Wrapped
    description: Wrapped
  - name: Donor SignUp
    description: Donor SignUp
  - name: Frontend
    description: Frontend
  - name: User
    description: User
  - name: Workspace
    description: Workspace
paths:
  /workspace-onboarding/{public_id}:
    get:
      tags:
        - Workspace
      summary: Get a resumable workspace setup session
      description: >-
        Returns the authenticated setup state and display-safe questions. Before
        intent confirmation, primary_goal selects the starting-point question
        branch. The default session lifetime is24 hours, configurable by the
        server. Use the session header, rather than an administrator bearer
        token.
      operationId: reference_Frontend_WorkspaceOnboardingController_show
      parameters:
        - name: X-Workspace-Onboarding-Session
          in: header
          description: >-
            Opaque resume credential returned after mailbox or invitation
            authentication. It is bound to this setup session and expires or
            rotates during handoff.
          required: true
          schema:
            type: string
            maxLength: 64
            minLength: 64
          example: example-session-token-xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
        - name: public_id
          in: path
          description: Public setup-session UUID.
          required: true
          schema:
            type: string
            format: uuid
          example: 550e8400-e29b-41d4-a716-446655440000
        - name: primary_goal
          in: query
          description: >-
            Registered primary-goal choice used only to display its follow-up
            question.
          required: false
          schema:
            type: string
          example: fundraising_campaigns
      responses:
        '200':
          description: Operation result.
          content:
            application/json:
              schema:
                required:
                  - status
                  - data
                properties:
                  status:
                    type: string
                    enum:
                      - success
                    example: success
                  data:
                    $ref: '#/components/schemas/WorkspaceOnboardingSession'
                type: object
        '401':
          description: The session credential is missing, invalid, revoked or expired.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/WorkspaceOnboardingError'
        '422':
          description: Request validation failed.
          content:
            application/json:
              schema:
                oneOf:
                  - $ref: '#/components/schemas/WorkspaceOnboardingError'
                  - $ref: '#/components/schemas/ValidationErrorResponse'
        '429':
          description: The setup request rate limit was reached.
        '503':
          description: Workspace setup or a required service is unavailable.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/WorkspaceOnboardingError'
      security: []
      servers:
        - url: https://api.gratona.com/v1
          description: Gratona API
components:
  schemas:
    WorkspaceOnboardingSession:
      required:
        - public_id
        - state
        - brand_id
        - email
        - answers
        - automatic_billing
        - qualification
        - expires_at
      properties:
        public_id:
          description: Public setup-session UUID.
          type: string
          format: uuid
          example: 550e8400-e29b-41d4-a716-446655440000
        state:
          type: string
          enum:
            - pending_auth
            - existing_account
            - authenticated
            - organization_confirmed
            - intent_resolved
            - qualification_satisfied
            - provisioning
            - workspace_ready
            - handed_off
          example: authenticated
        brand_id:
          type: string
          enum:
            - gratona
            - gratona-sponsorships
          example: gratona
        email:
          description: Mailbox that will own the new workspace.
          type: string
          format: email
          maxLength: 255
          example: jane@example.org
        first_name:
          type: string
          example: Jane
          nullable: true
        last_name:
          type: string
          example: Donor
          nullable: true
        organization_name:
          type: string
          example: Example Nonprofit
          nullable: true
        website:
          type: string
          example: https://example.org/
          nullable: true
        ein:
          type: string
          example: '123456789'
          nullable: true
        country_code:
          type: string
          example: US
          nullable: true
        phone:
          type: string
          example: '+12025550123'
          nullable: true
        answers:
          description: >-
            Confirmed answer object, or an empty JSON array before intent
            confirmation.
          oneOf:
            - required:
                - primary_goal
                - starting_point
              properties:
                primary_goal:
                  type: string
                  example: fundraising_campaigns
                starting_point:
                  type: string
                  example: launching_new
              type: object
              additionalProperties: false
            - type: array
              items:
                type: string
              maxItems: 0
        automatic_billing:
          description: Admission does not enable automatic billing.
          type: boolean
          enum:
            - false
          example: false
        qualification:
          type: string
          enum:
            - verify_payment_method
          example: verify_payment_method
        expires_at:
          type: string
          format: date-time
          example: '2026-10-21T12:00:00Z'
          nullable: true
        questions:
          description: >-
            Displayed until intent is confirmed. Pass primary_goal to show its
            starting-point branch.
          type: array
          items:
            required:
              - key
              - prompt
              - type
              - required
              - options
            properties:
              key:
                type: string
                example: primary_goal
              prompt:
                type: string
                example: What would you like Gratona to help you set up first?
              type:
                type: string
                enum:
                  - single_choice
                example: single_choice
              required:
                type: boolean
                example: true
              options:
                type: array
                items:
                  required:
                    - value
                    - label
                  properties:
                    value:
                      type: string
                      example: fundraising_campaigns
                    label:
                      type: string
                      example: Fundraising campaigns and donations
                  type: object
            type: object
      type: object
    WorkspaceOnboardingError:
      required:
        - status
        - code
        - message
      properties:
        status:
          type: string
          enum:
            - error
          example: error
        code:
          type: string
          example: workspace_onboarding_session_unavailable
        message:
          type: string
          example: This setup session is no longer available. Start again.
      type: object
    ValidationErrorResponse:
      title: ValidationErrorResponse
      description: >-
        Returned with HTTP 422 when `Validator::make($data, $rules)` fails. The
        `errors` map is keyed by the failing field name; each value is an array
        of human-readable error messages for that field. Most controllers also
        include a top-level `status: error`.
      required:
        - errors
      properties:
        errors:
          description: >-
            Map of field name to array of validator error messages. Example:
            `{email: [The email field is required.], amount: [The amount must be
            a number.]}`.
          type: object
          additionalProperties:
            type: array
            items:
              type: string
        status:
          description: Always the literal string `error`.
          type: string
          example: error
        message:
          description: >-
            Optional summary message — present on some endpoints, absent on
            others.
          type: string
          example: The given data was invalid.
          nullable: true
      type: object

````

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