---
schema_version: "1"
id: 438741b6917c19775409c84269b04c48c65a61a7f3e2e341fe388a336d6fbde5
title: Automation with Quip in Salesforce
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/anywhere_automation.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.anywhere_automation.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5d18276de7210273a8abaf334920387f72890344e4cf463552eedc1ac8b8db47
description: Use Quip features in your automated Salesforce business processes.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Automation with Quip in Salesforce

Use Quip features in your automated Salesforce business processes.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Professional</strong>, <strong>Developer</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

<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: <strong>Lightning Experience</strong></td></tr></tbody></table>

![Warning](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/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)

- **[Considerations for Using Quip in Flow Builder](https://help.salesforce.com/s/articleView?id=xcloud.anywhere_considerations_flow.htm&release=264.0.0&type=5)**  
    Review some important information about requirements and limitations to get the most out of Quip actions in Process Builder and Flow Builder.
- **[Quip Automation Use Cases](https://help.salesforce.com/s/articleView?id=xcloud.anywhere_flow_use_case_overview.htm&release=264.0.0&type=5)**  
    Learn about ways to streamline and customize business processes with Quip actions in Flow Builder.
- **[Quip Actions in Process Builder](https://help.salesforce.com/s/articleView?id=xcloud.quip_actions_process.htm&release=264.0.0&type=5)**  
    Create documents, chat rooms, and folders when important events occur. Attach a document to a record so that your users have information in context. Update your spreadsheets with the latest Salesforce data. Send a message to a chat room or document. Add new slides to a deck, copy documents, add members to a document or chat, lock document edits, and more.
- **[Quip Actions in Flow Builder](https://help.salesforce.com/s/articleView?id=xcloud.quip_automation_flow.htm&release=264.0.0&type=5)**  
    Quip provides several core actions for organizing, creating, and copying your Quip content in flows. To add one of these actions to your flow, drag an Action element onto the canvas. Then select the **Quip** category, and search for the appropriate action.