--- schema_version: "1" id: 90dff64cd814a709672c1a5b9648ce7fa93064178319d9d0a65f147b19745916 title: Quip Flow Core Actions collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/flow_ref_elements_actions_quip.md canonical_url: https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quip.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: b9958ee1da76685c3b0daa3f46a83e9e5219ced44346fcc1306c53d830572266 description: 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. products: - Flow Builder - Salesforce Platform release: "264" --- # Quip Flow Core Actions 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_important.png) 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](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quip_create_doc.htm&release=264.0.0&type=5)** Create a document, spreadsheet, or slide deck, and add content to it. - **[Create Quip Chat Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quip_create_chat.htm&release=264.0.0&type=5)** Create a chat room, and send a message to its members. - **[Create Quip Folder Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quip_create_folder.htm&release=264.0.0&type=5)** Create a private folder, or add it to existing folders. - **[Copy Quip Document Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quip_copy_doc.htm&release=264.0.0&type=5)** 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)](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quip_copy_content.htm&release=264.0.0&type=5)** Copy content from a source slide deck, and paste it in a target slide. - **[Copy with Live Paste Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quip_live_paste.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quip_attach_doc_record.htm&release=264.0.0&type=5)** Attach a document to a Salesforce record. Linked documents show up in the Quip Associated Documents component. - **[Edit Quip Document Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quip_edit_doc.htm&release=264.0.0&type=5)** Edit content in a document, spreadsheet, or slide. Add or replace content based on a document section. - **[Lock Quip Document Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quip_lock_doc.htm&release=264.0.0&type=5)** Lock document edits to mark a Quip document as complete. - **[Lock Quip Section Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quip_lock_section.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quip_export_to_pdf.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quip_send_message_chat.htm&release=264.0.0&type=5)** Send a message to a Quip chat room. - **[Send a Message in a Document Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quip_send_message_doc.htm&release=264.0.0&type=5)** Add a message to the conversations pane of a Quip document. - **[Add Quip Document to Folder Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quip_add_doc_folder.htm&release=264.0.0&type=5)** Add a document to a folder to organize and share your documents. - **[Add Members to Document Quip Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quip_add_members_doc.htm&release=264.0.0&type=5)** Add members with different levels of access to a document. - **[Add Members to Quip Chat Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quip_add_members_chat.htm&release=264.0.0&type=5)** Add users to a chat room. - **[Remove Quip Document from Folder Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quip_remove_from_folder.htm&release=264.0.0&type=5)** Remove a Quip document from a folder. Make a shared Quip document private again. - **[Remove Members from Quip Document Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quip_remove_from_doc.htm&release=264.0.0&type=5)** Remove users' access to a Quip document. - **[Remove Members from Quip Chat Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quip_remove_from_chat.htm&release=264.0.0&type=5)** Remove users from a Quip chat room. #### See Also - [Add and Edit Elements](https://help.salesforce.com/s/articleView?id=platform.flow_build_elements.htm&release=264.0.0&type=5 "Use elements to define actions that the flow can run. When they’re on the canvas, connect them to create the order in which they run.")