---
schema_version: "1"
id: e17326f2ca6217bbc17b502b0fe11ce54a9736b9412fb9e111e38a3a7a7099d6
title: Create Quip Document Action
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_create_doc.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quip_create_doc.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bcec07b0c688ecb65c2b6de3d589a08c19f7000eed7c187f863325ed949a9ca4
description: Create a document, spreadsheet, or slide deck, and add content to it.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Create Quip Document Action

Create a document, spreadsheet, or slide deck, and add content to it.

### Required Editions

![Warning](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_warning.png)

Warning Quip is retiring slides on January 31, 2021. After this date, the Copy Content action in Process Builder and Flow Builder no longer works, and Slides isn’t a valid document type for the Edit Document and Create Document actions. [Tell Me More](https://help.salesforce.com/articleView?id=000355252&language=en_US&mode=1&type=1)

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=xcloud.anywhere_use.htm&amp;language=en_US" target="_blank">View supported editions for Quip.</a></td></tr></tbody></table>

In Flow Builder, add an Action element to your flow. In the Action field, enter Quip, and select **Create Quip Document**.

## Set Input Values

Use values from earlier in the flow to set the inputs for the action.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:66.66666666666666%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d286803e79">Input Parameter</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d286803e81">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Input Parameter" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e79 "><strong class="uicontrol">Document Title</strong></td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e81 ">The title of the new document. Only string values are supported.</td>
          </tr>
          <tr class="">
            <td data-label="Input Parameter" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e79 "><strong class="uicontrol">Add Members by Email Address</strong></td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e81 ">
              <p>Optional. A list of user emails separated by commas to add to the new document.
                Valid values are:</p>
              <ul>
                <li><kbd>person1@quip.com, person2@quip.com,
                    person3@quip.com</kbd></li>
                <li><kbd>person1@quip.com</kbd></li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Input Parameter" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e79 "><strong class="uicontrol">Company Link Address</strong></td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e81 ">
              <p>Optional. Link sharing settings for the new document. By default, new documents
                are set to edit-access. Valid values are:</p>
              <ul>
                <li><kbd>view</kbd>–To let users view the document, enter this
                  value.</li>
                <li><kbd>edit</kbd>–To let users view and edit the document,
                  enter this value.</li>
                <li><kbd>none</kbd>–To block user access to the document, enter
                  this value.</li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Input Parameter" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e79 "><strong class="uicontrol">Content Type</strong></td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e81 ">
              <p>Optional. Format of content added to the document. By default, content format
                is set to html. Valid values are:</p>
              <ul>
                <li><kbd>html</kbd>–To format text added to <strong class="uicontrol">Document
                    Content</strong> with html, enter this value.</li>
                <li><kbd>liveapp</kbd>–To add a live app to your document,
                  enter this value. Only valid if <strong class="uicontrol">Document Type</strong> is set to
                  <kbd>document</kbd>.
                </li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Input Parameter" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e79 "><strong class="uicontrol">Document Content</strong></td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e81 ">
              <p>Optional. Content added to the new document. Valid only when <strong class="uicontrol">Content
                  Type</strong> is set to html. By default, the document title is used for the
                document’s content. Valid values are:</p>
              <ul>
                <li>String values</li>
                <li><kbd>@[Salesforce user ID]</kbd>–To @mention a Salesforce
                  user in the document, enter the Salesforce ID. If the user’s Salesforce email is
                  connected to Quip, the user ID is replaced with a Quip user @mention. If not,
                  the Salesforce ID is replaced with the user’s Salesforce email.</li>
                <li><kbd>@[person1@quip.com]</kbd>–To @mention a user by email,
                  enter this value.</li>
                <li><kbd>@Everyone</kbd>–To send a notification to all users
                  added to document, enter this value.</li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Input Parameter" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e79 "><strong class="uicontrol">Document Type</strong></td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e81 ">
              <p>Optional. Type of document created including documents and spreadsheets. By
                default, new documents are created as documents. Valid values are:</p>
              <ul>
                <li><kbd>document</kbd>–To create a document, enter this
                  value.</li>
                <li><kbd>spreadsheet</kbd>–To create a spreadsheet, enter this
                  value.</li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Input Parameter" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e79 "><strong class="uicontrol">Live App Type</strong></td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e81 ">
              <p>Type of live app added to the document. Required if <strong class="uicontrol">Content
                  Type</strong> is set to <kbd>liveapp</kbd>. Only documents support
                live apps. Valid values are:</p>
              <ul>
                <li><kbd>salesforce_record</kbd>–To add the Salesforce Record
                  live app to the document, enter this value. </li>
                <li><kbd>salesforce_list</kbd>–To add the Salesforce List live
                  app to the document, enter this value.</li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Input Parameter" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e79 "><strong class="uicontrol">Object Type</strong></td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e81 ">Type of object used by the Salesforce List live app. Required if <strong class="uicontrol">Live
                App Type</strong> is set to <kbd>salesforce_list</kbd>. Only string
              values are supported. For example: <kbd>Account</kbd>,
              <kbd>Opportunity</kbd>, or
              <kbd>CustomObject__c</kbd>.
            </td>
          </tr>
          <tr class="">
            <td data-label="Input Parameter" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e79 "><strong class="uicontrol">Parent Folder URL</strong></td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e81 ">
              <p>Optional. A list of Quip folder URLs separated by commas to add the new
                document to. By default, the document is added to the user’s Private folder in Quip.
                Valid values are:</p>
              <ul>
                <li><kbd>https://[quip_site_url]/folder/[folder1_name],
                    https://[quip_site_url]/folder/[folder2_name]</kbd></li>
                <li>https://[quip_site_url]/folder/[folder_name]</li>
              </ul>
              <p style="margin-bottom:0;">For example:
                <kbd>https://salesforce.quip.com/folder/account-plans</kbd>
              </p>
            </td>
          </tr>
          <tr class="">
            <td data-label="Input Parameter" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e79 "><strong class="uicontrol">Record Name</strong></td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e81 ">Optional. Name of the record added to the document through the Salesforce
              Record live app. Valid only if the <strong class="uicontrol">Live App Type</strong> is set to
              <kbd>salesforce_record</kbd>. Only string values are
              supported.
            </td>
          </tr>
          <tr class="">
            <td data-label="Input Parameter" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e79 "><strong class="uicontrol">Record Type</strong></td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e81 ">Optional. Type of object used by the Salesforce Record live app. Valid only if
              <strong class="uicontrol">Live App Type</strong> is set to
              <kbd>salesforce_record</kbd>. Only string values are supported. For
              example: <kbd>Account</kbd>, <kbd>Opportunity</kbd>, or
              <kbd>CustomObject__c</kbd>.
            </td>
          </tr>
          <tr class="">
            <td data-label="Input Parameter" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e79 "><strong class="uicontrol">Salesforce List View ID</strong></td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e81 ">ID of the Salesforce list view added to the document. Required if
              <strong class="uicontrol">Live App Type</strong> is set to
              <kbd>salesforce_list</kbd>.
            </td>
          </tr>
          <tr class="">
            <td data-label="Input Parameter" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e79 "><strong class="uicontrol">Salesforce Org Name</strong></td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e81 ">Optional. Salesforce org name used in the live app. Valid only if
              <strong class="uicontrol">Content Type</strong> is set to <kbd>liveapp</kbd>. Only
              string values are supported. For example: <kbd>Acme</kbd>.
            </td>
          </tr>
          <tr class="">
            <td data-label="Input Parameter" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e79 "><strong class="uicontrol">Salesforce Record ID</strong></td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d286803e81 ">ID of the Salesforce record added to the document. Required if <strong class="uicontrol">Live
                App Type</strong> is set to <kbd>salesforce_record</kbd>.</td>
          </tr>
        </tbody>
      </table>

## Store Output Values

 
| Output Parameter | Description |
| --- | --- |
| **Document Title** | Title of the new document |
| **Document ID** | ID of the new document |
| **Document Link** | URL of the new document |

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_example.png)

Example A sales manager wants to create a document at the end of each quarter to identify which accounts are at risk of attrition. You can create a flow that uses the Create Quip Document core action to create a document called Red Accounts. Add a Salesforce list view through the Salesforce List live app that shows all accounts in the red. Then add the document a Red Accounts folder.

![Create Quip doc with list live app](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/flow_quip_create_doc.png)

#### See Also

- [Flow Elements](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements.htm&release=264.0.0&type=5 "An element represents an action that the flow can run. Examples include reading or writing Salesforce data, displaying information and collecting data from flow users, runnning business logic, or manipulating data.")