Set Up a Ruby Dev Environment for PHLO

Using this guide, you can set up a development environment in five minutes to trigger a PHLO.

Install Ruby and Rails

To get started, install Ruby, Rails, and Plivo’s Ruby SDK. You can check whether you have Ruby installed by running ruby --version in a terminal window. If you don’t have it, macOS and Linux users can install it using homebrew, and Windows users can use RubyInstaller.

To install Rails, run

gem install rails

Auto-generate code for a new Rails project with the command

rails new plivotest

This command creates a directory named plivotest with the necessary folders and files for development.

Install the Plivo Ruby SDK

Add the Plivo Ruby SDK by editing the Gemfile and adding the line

gem 'plivo', '~> 4.16.0'

To install the Plivo-Ruby gem into the bundle, run

bundle install

Trigger the PHLO

Create and configure a PHLO, then integrate the PHLO into your application workflow by making an API request to trigger the PHLO with the required payload.

You can run a PHLO with static payload values by entering specific values in fields like from and to on the PHLO console.

With Static Payload

To deliver a dynamic payload instead of a static one, define the payload keys as Liquid templates on the PHLO console and pass the values at runtime.

With Dynamic Payload

Create a Rails controller

Now you can create a file in the project directory and execute code to trigger any Plivo API. Change to the newly created plivotest project directory and run this command to create a Rails controller for outbound calls.

rails generate controller Plivo voice

This command generates a controller named plivo_controller in the app/controllers/ directory and a view in app/views/plivo. You can delete the view — we don’t need it.

rm app/views/plivo/voice.html.erb

Edit the app/controllers/plivo_controller.rb file and paste into it the code below for either a static or dynamic payload:

Static payload

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require 'rubygems'
require 'plivo'

include Plivo

AUTH_ID = '<auth_id>'
AUTH_TOKEN = '<auth_token>'

client = Phlo.new(AUTH_ID, AUTH_TOKEN)

# if credentials are stored in the PLIVO_AUTH_ID and the PLIVO_AUTH_TOKEN environment variables

# then initialize client as:

# client = Phlo.new

begin
  phlo = client.phlo.get('<phlo_id>')
  #parameters set in PHLO - params
  params = {
     from: '<Caller_ID>',
     to: '<Destination_Number>'
  }
  response = phlo.run(params)
  puts response
rescue PlivoRESTError => e
  puts 'Exception: ' + e.message
end

Dynamic payload

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require 'rubygems'
require 'plivo'

include Plivo

AUTH_ID = '<auth_id>'
AUTH_TOKEN = '<auth_token>'

client = Phlo.new(AUTH_ID, AUTH_TOKEN)

# if credentials are stored in the PLIVO_AUTH_ID and the PLIVO_AUTH_TOKEN environment variables

# then initialize client as:

# client = Phlo.new

begin
  phlo = client.phlo.get('<phlo_id>')
  response = phlo.run()
  puts response
rescue PlivoRESTError => e
  puts 'Exception: ' + e.message
end
Note:
  • Replace the placeholders <auth_id> and <auth_token> with your authentication credentials, which you can find on the overview page of the Plivo console.
  • We recommend that you store your credentials in the auth_id and auth_token environment variables to avoid the possibility of accidentally committing them to source control. If you do this, you can initialize the client with no arguments and it will automatically fetch the values from the environment variables.
  • Replace the placeholder <phlo_id> with the PHLO_ID from the PHLO list screen of the Plivo console.
  • Replace the placeholder <Caller_ID> with a phone number you’ve purchased, and <Destination_Number> with the phone number you’ll be calling. Both phone numbers should be in E.164 format.

Add a route

To add a route for the outbound function in the PlivoController class, open the config/routes.rb file and change the line:

get 'plivo/voice'

to

get 'plivo/outbound'

Now plivo_controller is ready. Use this command to initiate an outbound call.

rails server

Your local development server will be started and you can test the application for outbound calls via the URL http://localhost:3000/plivo/outbound/.

Note: If you’re using a free trial account you must verify (sandbox) your destination number, unless you use the phone number you used for signup verification as your destination number. We require this as a security measure to avoid abuse. To sandbox a number in a Plivo trial account, visit Phone Numbers > Sandbox Numbers and click on Add Sandbox Number.