Workflow

Prospect Showcase Conversion

Follow the sequence below, then use API Reference for payload schema and response details.

Steps

  1. Create a public prospect showcase request from the try form:

    Operation IDs: prospectShowcases.create

  2. Poll the prospect showcase status until the demo is ready or failed:

    Operation IDs: prospectShowcases.status

  3. Subscribe to live prospect showcase status updates while the demo is provisioning:

    Operation IDs: prospectShowcases.stream

  4. Request a fresh access link from the expired-link recovery screen:

    Operation IDs: prospectShowcases.accessLinkResend

  5. Open the demo workspace with the emailed or in-flow claim token:

    Operation IDs: prospectShowcases.claim

  6. Convert the demo into a customer-owned starter site after the user confirms ownership:

    Operation IDs: prospectShowcases.convert

Related Docs

All workflowsAPI reference