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.
Required Editions
| Available in: Lightning Experience |
Important Quip core actions don’t support system-run flows or automated process
users.
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
Note To replace the existing Process Builder processes and Workflow Rules with flows before
Process Builder and Workflow Rules reach end of support, see Quip Actions in Flow Builder.
- Create Quip Document
- Create Quip Folder
- Create Quip Chat
- Add Quip Document to Folder
- Add Members to Quip Document
- Remove Members from Quip Document
- Remove Quip Document from Folder
- Remove Members from Quip Chat
- Attach Quip Document to Record
- Copy Quip Content (Retired)
- Copy Quip Document
- Copy with Live Paste
- Edit Quip Document
- Lock Quip Document
- Lock Quip Section
- Export Quip Document to PDF
- Send Message in Quip Chat
- Send Message in Quip Document