--- schema_version: "1" id: 825739c7d8fa4a431bc78e48c988eb77f1922ec6404e058fb1fe6be0063da15a title: Quip Actions in Process Builder collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_actions_process.md canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_actions_process.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 209c04fbede2ea85ecc62bfd2e0aa392e163bb686dac2bdb9a4ca2333524797a description: 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. products: - Quip - Cross Cloud release: "264" --- # Quip Actions in Process Builder 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. ### Required Editions
Available in: Lightning Experience
![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/images/icon_important.png) Important To better focus on our Salesforce integrations and innovations, Quip is retiring slides on January 31, 2021. Existing slide decks remain available and viewable but can’t be edited after this date. After this date, slides no longer work in Process Builder and Flow Builder actions. We also can’t provide technical support, issue fixes, or enhancements. To preserve your content, we recommend that you convert your presentations to documents. [Tell Me More](https://help.salesforce.com/articleView?id=000355252&language=en_US&mode=1&type=1) ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/images/icon_note.png) Note To replace the existing Process Builder processes and Workflow Rules with flows before Process Builder and Workflow Rules [reach end of support](https://help.salesforce.com/s/articleView?id=001096524&type=1&language=en_US), see [Quip Actions in Flow Builder](https://help.salesforce.com/s/articleView?id=xcloud.quip_automation_flow.htm&type=5&language=en_US). - [Sample Process: Managing Documents](https://help.salesforce.com/s/articleView?id=platform.process_example_quip.htm&type=5&language=en_US) - [Create a Document, Folder, or Chat Room for a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_create_doc.htm&type=5&language=en_US) - [Add a Document to a Folder from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_add_doc_folder.htm&type=5&language=en_US) - [Add Members to a Document or Chat from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_add_members_chat.htm&type=5&language=en_US) - [Add Members with Different Access Levels to a Document from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_granular_perms.htm&type=5&language=en_US) - [Add a Live App to a Template from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_live_app.htm&type=5&language=en_US) - [Remove a Document from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_remove_doc.htm&type=5&language=en_US) - [Remove Document Members from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_remove.htm&type=5&language=en_US) - [Copy a Document from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_copy_doc.htm&type=5&language=en_US) - [Copy Content from a Process (Retired)](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_copy_content.htm&type=5&language=en_US) - [Copy Content with Live Paste from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_live_paste.htm&type=5&language=en_US) - [Copy Comments from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_copy_comments.htm&type=5&language=en_US) - [Edit a Document from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_edit_doc.htm&type=5&language=en_US) - [Edit a Spreadsheet from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_edit_spreadsheet.htm&type=5&language=en_US) - [Edit a Slide from a Process (Retired)](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_edit_slide.htm&type=5&language=en_US) - [Update Content Based on a Document Range from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_document_range.htm&type=5&language=en_US) - [Update a Template Section from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_edit_section.htm&type=5&language=en_US) - [Attach a Document to a Record from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_attach_doc_record.htm&type=5&language=en_US) - [Lock Document Edits from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_lock_edits.htm&type=5&language=en_US) - [Lock Section Edits from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_lock_section.htm&type=5&language=en_US) - [Export a Document to a PDF from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_export_to_pdf.htm&type=5&language=en_US) - [Send a Message from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_send_message_doc.htm&type=5&language=en_US)