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Automate Your Business Processes with Salesforce Flow
Attach Quip Document to Record Action

Attach Quip Document to Record Action

Attach a document to a Salesforce record. Linked documents show up in the Quip Associated Documents component.

Required Editions

Available in: Lightning Experience
View supported editions for Quip.

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

Set Input Values

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

Input ParameterDescription
Document URL The URL of the document that you want to attach to a Salesforce record. For example: https://salesforce.quip.com/GVnGbtEasAGa
Salesforce Record ID ID of the Salesforce record that you want to attach your document to.

Store Output Values

Output Parameter Description
Content Document Link ID The ID of the link between the document and the record where it’s attached. The Attach Quip Document to Record flow action creates a Content Document object that references the document. It also creates a Content Document Link object that maps the record to the Content Document object.
 
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