Learn about ways to streamline and customize business processes with Quip actions in Flow Builder.
Required Editions
| Available in: Enterprise, Performance, Professional, Developer, and Unlimited Editions |
- Automate Close Plans with Flow Builder
Save time manually creating and filling out Mutual Close Plans with templates in Flow Builder. Use Process Builder and Flow Builder to automatically add a Mutual Close Plan template to a record and generate an auto-populated Close Plan when the Opportunity stage changes. Add the copied document to a folder and send a message to @everyone to notify users that a document was created. - Automate Close Plans and Account Folder Creation with Flow Builder
Save time manually creating and filling out Close Plans with templates in Flow Builder. Use Flow Builder to automatically create Account folders in Quip and add your Close Plans to them. - Add Opportunity Team Members to a Close Plan
Automatically add an Opportunity’s Team Members to a Close Plan when an Opportunity is created. Also add Opportunity Team Members to existing Close Plans already linked to an Opportunity so they always have a 360-degree view. - Automate Pricing Proposals with Flow Builder
Save time manually creating and filling out Pricing Proposals with templates in Flow Builder. Use Process Builder and Flow Builder to automatically add a Pricing Proposal template to an Opportunity and generate an auto-populated proposal when the Opportunity stage is set to Proposal/Quote. When the Opportunity is set to Closed/Won, export the proposal to a PDF and attach it to the Opportunity for record keeping. - Add a Competitive Analysis Section to an Existing Account Plan
Use Flow Builder to automatically add a section to the document associated a record each time the record is updated. For example, if you create an Account Plan template and associate it with the Account object, you can use the Edit Quip Document action to add a Competitive Analysis section. - Automate Exporting a Quip Document to PDF
Use Flow Builder to export a Quip document to PDF anytime the record associated with the document is updated.