Quip provides several core actions for organizing, creating, and copying your Quip content in flows. To add one of these actions to your flow, add an Action element. Then select the Quip category, and search for the appropriate action.
Required Editions
| Available in: Lightning Experience |
| View supported editions for Quip. |
Important Quip core actions don’t support system-run flows or automated process
users. Quip core actions run in the context of the user, who is also referred to as the
context user. The flow has access to whatever the context user has access to.
- Create Quip Document Action
Create a document, spreadsheet, or slide deck, and add content to it. - Create Quip Chat Action
Create a chat room, and send a message to its members. - Create Quip Folder Action
Create a private folder, or add it to existing folders. - Copy Quip Document Action
To use a document as a template, create a copy. By default, copied documents are added to the running user’s Private folder in Quip. - Copy Quip Content Action (Retired)
Copy content from a source slide deck, and paste it in a target slide. - Copy with Live Paste Action
Copy content from a source Quip document and paste it to a new document with Live Paste. When the source content is updated, Quip documents with the live pasted content also update. - Attach Quip Document to Record Action
Attach a document to a Salesforce record. Linked documents show up in the Quip Associated Documents component. - Edit Quip Document Action
Edit content in a document, spreadsheet, or slide. Add or replace content based on a document section. - Lock Quip Document Action
Lock document edits to mark a Quip document as complete. - Lock Quip Section Action
Lock sections of a Quip document to mark them as complete or to keep them safe from accidental edits. - Export Quip Document to PDF Action
Export a Quip document to PDF to mark it as complete and to keep a copy for your records. You can attach the exported PDF to a Quip document or to a Salesforce record. - Send Message in Quip Chat Action
Send a message to a Quip chat room. - Send a Message in a Document Action
Add a message to the conversations pane of a Quip document. - Add Quip Document to Folder Action
Add a document to a folder to organize and share your documents. - Add Members to Document Quip Action
Add members with different levels of access to a document. - Add Members to Quip Chat Action
Add users to a chat room. - Remove Quip Document from Folder Action
Remove a Quip document from a folder. Make a shared Quip document private again. - Remove Members from Quip Document Action
Remove users' access to a Quip document. - Remove Members from Quip Chat Action
Remove users from a Quip chat room.