Documentation Index Fetch the complete documentation index at: https://docs.vortexsoftware.com/llms.txt
Use this file to discover all available pages before exploring further.
Vortex handles the complete invitation lifecycle — sending invites via email/SMS/share links, tracking clicks and conversions, managing referral programs, and optimizing your invitation flows with A/B testing.
Installation
Quick Start
Generate a secure token for Vortex components
use vortex_sdk :: { VortexClient , GenerateTokenPayload , TokenUser };
let client = VortexClient :: new ( std :: env :: var ( "VORTEX_API_KEY" ) ? );
let payload = GenerateTokenPayload {
user : Some ( TokenUser { id : "user-123" . into (), email : Some ( "user@example.com" . into ()), .. Default :: default () }),
.. Default :: default ()
};
let token = client . generate_token ( payload , None ) ? ;
Integration Flow
Vortex uses a split architecture: your backend signs tokens with the SDK, and your frontend renders components that use those tokens to securely interact with Vortex.
Install the backend SDK
Add this SDK to your Rust project
Initialize the client
Create a Vortex client with your API key (keep this on the server!) use vortex_sdk :: VortexClient ;
let client = VortexClient :: new ( std :: env :: var ( "VORTEX_API_KEY" ) ? );
Generate a token for the current user
When a user loads a page with a Vortex component, generate a signed token on your server let payload = GenerateTokenPayload {
user : Some ( TokenUser { id : user_id . into (), .. Default :: default () }),
.. Default :: default ()
};
let token = client . generate_token ( payload , None ) ? ;
Pass the token to your frontend
Include the token in your response Json ( json! ({ "vortex_token" : token }))
Render a Vortex component with the token
Use the React/Angular/Web Component with the token import { VortexInvite } from "@teamvortexsoftware/vortex-react" ;
< VortexInvite token = {vortexToken} / >
Vortex handles the rest
The component securely communicates with Vortex servers, displays the invitation UI, sends emails/SMS, tracks conversions, and reports analytics
Methods
Core Methods
generate_token()
Generate a signed token for use with Vortex widgets
fn generate_token(&self, payload: &GenerateTokenPayload, options: Option<&GenerateTokenOptions>) -> Result<String, VortexError>
Parameters:
Name Type Required Description payload&GenerateTokenPayload✓ Data to sign (user, component, scope, vars, etc.) optionsOption<&GenerateTokenOptions>Optional configuration (expires_in)
Returns: Result<String, VortexError>
get_invitation()
Get a specific invitation by ID
async fn get_invitation(&self, invitation_id: &str) -> Result<Invitation, VortexError>
Parameters:
Name Type Required Description invitation_id&str✓ The invitation ID
Returns: Result<Invitation, VortexError>
accept_invitation()
Accept a single invitation (recommended method)
async fn accept_invitation(&self, invitation_id: &str, user: crate::types::AcceptUser) -> Result<Invitation, VortexError>
Parameters:
Name Type Required Description invitation_id&str✓ Single invitation ID to accept usercrate::types::AcceptUser✓ User object with email and/or phone
Returns: Result<Invitation, VortexError>
use vortex_sdk::{VortexClient, AcceptUser};
let client = VortexClient::new("VRTX.key.secret".to_string());
let user = AcceptUser::new().with_email("user@example.com");
let result = client.accept_invitation("inv-123", user).await;
get_invitations_by_target()Get invitations by target (email or sms) async fn get_invitations_by_target(&self, target_type: &str, target_value: &str) -> Result<Vec<Invitation>, VortexError>
Parameters: Name Type Required Description target_type&str✓ Type of target (email, phone) target_value&str✓ The target value
Returns: Result<Vec<Invitation>, VortexError>revoke_invitation()Revoke (delete) an invitation async fn revoke_invitation(&self, invitation_id: &str) -> Result<(), VortexError>
Parameters: Name Type Required Description invitation_id&str✓ The invitation ID to revoke
Returns: Result<(), VortexError>accept_invitations()Accept multiple invitations async fn accept_invitations(&self, invitation_ids: Vec<String>, param: impl Into<crate::types::AcceptInvitationParam>) -> Result<Invitation, VortexError>
Parameters: Name Type Required Description invitation_idsVec<String>✓ Vector of invitation IDs to accept paramimpl Into<crate::types::AcceptInvitationParam>✓ User data (preferred) or legacy target format
Returns: Result<Invitation, VortexError>delete_invitations_by_scope()Delete all invitations for a specific scope async fn delete_invitations_by_scope(&self, scope_type: &str, scope: &str) -> Result<(), VortexError>
Parameters: Name Type Required Description scope_type&str✓ The scope type (organization, team, etc.) scope&str✓ The scope identifier
Returns: Result<(), VortexError>get_invitations_by_scope()Get all invitations for a specific scope async fn get_invitations_by_scope(&self, scope_type: &str, scope: &str) -> Result<Vec<Invitation>, VortexError>
Parameters: Name Type Required Description scope_type&str✓ The scope type (organization, team, etc.) scope&str✓ The scope identifier
Returns: Result<Vec<Invitation>, VortexError>reinvite()Reinvite a user (send invitation again) async fn reinvite(&self, invitation_id: &str) -> Result<Invitation, VortexError>
Parameters: Name Type Required Description invitation_id&str✓ The invitation ID to reinvite
Returns: Result<Invitation, VortexError>create_invitation()Create an invitation from your backend This method allows you to create invitations programmatically using your API key, without requiring a user JWT token. Useful for server-side invitation creation, such as “People You May Know” flows or admin-initiated invitations. - email: Send an email invitation - sms: Create an SMS invitation (short link returned for you to send) - internal: Create an internal invitation for PYMK flows (no email sent) async fn create_invitation(&self, request: CreateInvitationRequest) -> Result<CreateInvitationResponse, VortexError>
Parameters: Name Type Required Description requestCreateInvitationRequest✓
Returns: Result<CreateInvitationResponse, VortexError>
use vortex_sdk::{VortexClient, CreateInvitationRequest, CreateInvitationTarget, Inviter, CreateInvitationScope};
async fn main() -> Result<(), Box<dyn std::error::Error>> {
let client = VortexClient::new("VRTX.xxx.yyy".to_string());
// Create an email invitation
let request = CreateInvitationRequest::new(
"widget-config-123",
CreateInvitationTarget::email("invitee@example.com"),
Inviter::new("user-456")
.with_email("inviter@example.com")
.with_user_name("John Doe"),
)
.with_groups(vec![
CreateInvitationScope::new("team", "team-789", "Engineering"),
]);
let result = client.create_invitation(request).await?;
// Create an internal invitation (PYMK flow - no email sent)
let request = CreateInvitationRequest::new(
"widget-config-123",
CreateInvitationTarget::internal("internal-user-abc"),
Inviter::new("user-456"),
)
.with_source("pymk");
let result = client.create_invitation(request).await?;
Ok(())
}
get_autojoin_domains()Get autojoin domains configured for a specific scope async fn get_autojoin_domains(&self, scope_type: &str, scope: &str) -> Result<AutojoinDomainsResponse, VortexError>
Parameters: Name Type Required Description scope_type&str✓ The type of scope (e.g., “organization”, “team”, “project”) scope&str✓ The scope identifier (customer’s group ID)
Returns: Result<AutojoinDomainsResponse, VortexError>sync_internal_invitation()Configure autojoin domains for a specific scope async fn sync_internal_invitation(&self, request: &SyncInternalInvitationRequest) -> Result<SyncInternalInvitationResponse, VortexError>
Parameters: Name Type Required Description request&SyncInternalInvitationRequest✓ The configure autojoin request
Returns: Result<SyncInternalInvitationResponse, VortexError>
use vortex_sdk::{VortexClient, SyncInternalInvitationRequest};
async fn main() -> Result<(), Box<dyn std::error::Error>> {
let client = VortexClient::new("VRTX.xxx.yyy".to_string());
let request = SyncInternalInvitationRequest::new(
"user-123", "user-456", "accepted", "component-uuid",
);
let result = client.sync_internal_invitation(&request).await?;
println!("Processed {} invitations", result.processed);
Ok(())
}
Types
GenerateTokenPayloadPayload for generate_token() - used to generate secure tokens for Vortex components Field Type Required Description userOption<TokenUser>The authenticated user who will be using the Vortex component componentOption<String>Component ID to generate token for (from your Vortex dashboard) scopeOption<String>Scope identifier to restrict invitations (format: “scopeType:scopeId”) varsOption<HashMap<String, Value>>Custom variables to pass to the component for template rendering
TokenUserUser data for token generation - represents the authenticated user sending invitations Field Type Required Description idString✓ Unique identifier for the user in your system. Used to attribute invitations. emailOption<String>User’s email address. Used for reply-to in invitation emails. nameOption<String>Display name shown to invitation recipients (e.g., “John invited you”) avatar_urlOption<String>URL to user’s avatar image. Displayed in invitation emails and widgets. admin_scopesOption<Vec<String>>List of scope IDs where this user has admin privileges allowed_email_domainsOption<Vec<String>>Restrict invitations to specific email domains (e.g., [“acme.com”])
AcceptUserUser data for accepting invitations - identifies who accepted the invitation Field Type Required Description emailOption<String>Email address of the accepting user. At least one of email or phone is required. phoneOption<String>Phone number with country code. At least one of email or phone is required. nameOption<String>Display name of the accepting user (shown in notifications to inviter) is_existingOption<bool>Whether user was already registered. Some(true)=existing, Some(false)=new signup, None=unknown.
CreateInvitationTargetTarget specification when creating an invitation - where to send the invite Field Type Required Description target_typeString✓ Delivery channel: “email”, “phone”, “share”, or “internal” valueString✓ Target address: email address, phone number with country code, or internal user ID nameOption<String>Display name of the recipient (used in email greetings)
CreateInvitationScopeScope specification when creating an invitation - what group/team to invite into Field Type Required Description scope_typeString✓ Scope type (e.g., “team”, “organization”, “workspace”) group_idString✓ Your internal identifier for this scope/group nameString✓ Display name for the scope (shown in invitation emails)
IdentifierEmail or phone identifier for looking up users Field Type Required Description identifier_typeString✓ Identifier type: “email” or “phone” valueString✓ The email address or phone number (with country code for phone)
Request to configure autojoin domains for a scope Field Type Required Description scope_typeString✓ Type of scope (e.g., “team”, “workspace”) scope_idString✓ Your internal identifier for the scope domainsVec<String>✓ List of email domains to enable autojoin for (e.g., [“acme.com”])
SyncInternalInvitationRequestRequest to sync an internal invitation (for tracking invitations made outside Vortex) Field Type Required Description inviter_idString✓ Your internal user ID for the person who sent the invitation targetCreateInvitationTarget✓ The invitation recipient scopesOption<Vec<CreateInvitationScope>>Scopes/groups the invitation grants access to
InvitationResultComplete invitation details as returned by the Vortex API Field Type Required Description idString✓ Unique identifier for this invitation account_idString✓ Your Vortex account ID click_throughsi32✓ Number of times the invitation link was clicked form_submission_dataOption<HashMap<String, serde_json::Value>>Invitation form data submitted by the user, including invitee identifiers (such as email addresses, phone numbers, or internal IDs) and the values of any custom fields. configuration_attributesOption<HashMap<String, serde_json::Value>>Deprecated: Use form_submission_data instead. Contains the same data. created_atString✓ ISO 8601 timestamp when the invitation was created deactivatedbool✓ Whether this invitation has been revoked or expired delivery_counti32✓ Number of times the invitation was sent (including reminders) delivery_typesVec<String>✓ Channels used to deliver: “email”, “phone”, “share”, “internal” foreign_creator_idString✓ Your internal user ID for the person who created this invitation invitation_typeString✓ Type: “single_use”, “multi_use”, or “autojoin” statusString✓ Current status: queued, sending, sent, delivered, accepted, shared targetVec<InvitationTarget>✓ List of invitation recipients with their contact info and status viewsi32✓ Number of times the invitation page was viewed groupsVec<InvitationScope>✓ Scopes (teams/orgs) this invitation grants access to expiredbool✓ Whether this invitation has passed its expiration date expiresOption<String>ISO 8601 timestamp when this invitation expires inviterOption<Inviter>Information about who sent the invitation
InvitationTargetTarget recipient of an invitation (from API response) Field Type Required Description target_typeString✓ Delivery channel: “email”, “phone”, “share”, or “internal” valueString✓ Target address: email, phone number with country code, or share link ID nameOption<String>Display name of the recipient avatar_urlOption<String>Avatar URL for the recipient statusOption<String>Delivery status for this specific target
InvitationScopeScope/group that the invitation grants access to (from API response) Field Type Required Description idString✓ Vortex internal UUID for this scope record account_idString✓ Your Vortex account ID group_idString✓ Your internal scope/group identifier scope_typeString✓ Scope type (e.g., “team”, “organization”, “workspace”) nameString✓ Display name for the scope created_atString✓ ISO 8601 timestamp when the scope was created
InvitationAcceptanceDetails about an invitation acceptance event Field Type Required Description idString✓ Unique identifier for this acceptance record invitation_idString✓ ID of the invitation that was accepted emailOption<String>Email of the user who accepted phoneOption<String>Phone of the user who accepted nameOption<String>Name of the user who accepted is_existingOption<bool>Whether the user already had an account created_atString✓ ISO 8601 timestamp when the acceptance occurred
InviterInformation about the user who sent an invitation Field Type Required Description idString✓ Your internal user ID for the inviter emailOption<String>Email address of the inviter nameOption<String>Display name of the inviter avatar_urlOption<String>Avatar URL of the inviter
AutojoinDomainAutojoin domain configuration - users with matching email domains automatically join Field Type Required Description idString✓ Unique identifier for this autojoin configuration domainString✓ Email domain that triggers autojoin (e.g., “acme.com”)
AutojoinDomainsResponseResponse from get_autojoin_domains() Field Type Required Description domainsVec<AutojoinDomain>✓ List of configured autojoin domains
SyncInternalInvitationResponseResponse from sync_internal_invitation() Field Type Required Description invitationInvitationResult✓ The created or updated invitation createdbool✓ true if a new invitation was created, false if existing was updated
VortexWebhookEventWebhook event payload delivered to your endpoint Field Type Required Description idString✓ Unique identifier for this webhook delivery event_typeString✓ Event type (e.g., “invitation.accepted”, “member.created”) timestampString✓ ISO 8601 timestamp when the event occurred dataValue✓ Event-specific payload data (serde_json::Value)
Webhooks
Webhooks let your server receive real-time notifications when events happen in Vortex. Use them to sync invitation state with your database, trigger onboarding flows, update your CRM, or send internal notifications.
Setup
Go to your Vortex dashboard → Integrations → Webhooks tab
Click “Add Webhook”
Enter your endpoint URL (must be HTTPS in production)
Copy the signing secret — you’ll use this to verify webhook signatures
Select which events you want to receive
Example
Axum webhook handler
use axum::{extract::State, http::HeaderMap, Json};
use vortex_sdk::VortexWebhooks;
async fn handle_webhook(
State(webhooks): State<VortexWebhooks>,
headers: HeaderMap,
body: String,
) -> Result<Json<serde_json::Value>, (StatusCode, String)> {
let signature = headers
.get("X-Vortex-Signature")
.and_then(|v| v.to_str().ok())
.ok_or((StatusCode::BAD_REQUEST, "Missing signature".into()))?;
// Verify the signature
if !webhooks.verify_signature(&body, signature) {
return Err((StatusCode::BAD_REQUEST, "Invalid signature".into()));
}
// Parse the event
let event = webhooks.parse_event(&body)?;
match event.event_type.as_str() {
"invitation.accepted" => {
// User accepted an invitation — activate their account
println!("Accepted: {:?}", event.data);
}
"member.created" => {
// New member joined via invitation
println!("New member: {:?}", event.data);
}
_ => {}
}
Ok(Json(serde_json::json!({ "received": true })))
}
Events
Event Description invitation.createdA new invitation was created invitation.acceptedAn invitation was accepted by the recipient invitation.deactivatedAn invitation was deactivated (revoked or expired) invitation.email.deliveredInvitation email was successfully delivered invitation.email.bouncedInvitation email bounced (invalid address) invitation.email.openedRecipient opened the invitation email invitation.link.clickedRecipient clicked the invitation link invitation.reminder.sentA reminder email was sent for a pending invitation member.createdA new member was created from an accepted invitation group.member.addedA member was added to a scope/group deployment.createdA new deployment configuration was created deployment.deactivatedA deployment was deactivated abtest.startedAn A/B test was started abtest.winner_declaredAn A/B test winner was declared email.complainedRecipient marked the email as spam
Use Cases
Activate users on acceptance — When invitation.accepted fires, mark the user as active in your database and trigger your onboarding flow.
Track invitation performance — Monitor email.delivered, email.opened, and link.clicked events to measure invitation funnel metrics.
Sync team membership — Use member.created and group.member.added to keep your internal membership records in sync.
Alert on delivery issues — Watch for email.bounced events to proactively reach out via alternative channels.
Error Handling
Error Description VortexError::WebhookSignatureInvalidReturned when webhook signature verification fails. Check that you are using the raw request body and the correct signing secret. VortexErrorGeneral error type for validation errors (e.g., missing API key, invalid parameters)
Resources