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            Create Quip Document Action

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            1. Salesforce Help
            2. Docs
            3. Automate Your Business Processes

            Create Quip Document Action

            Create a document, spreadsheet, or slide deck, and add content to it.

            Required Editions

            Warning
            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
            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 Create Quip Document.

            Set Input Values

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

            Input ParameterDescription
            Document Title The title of the new document. Only string values are supported.
            Add Members by Email Address

            Optional. A list of user emails separated by commas to add to the new document. Valid values are:

            • person1@quip.com, person2@quip.com, person3@quip.com
            • person1@quip.com
            Company Link Address

            Optional. Link sharing settings for the new document. By default, new documents are set to edit-access. Valid values are:

            • view–To let users view the document, enter this value.
            • edit–To let users view and edit the document, enter this value.
            • none–To block user access to the document, enter this value.
            Content Type

            Optional. Format of content added to the document. By default, content format is set to html. Valid values are:

            • html–To format text added to Document Content with html, enter this value.
            • liveapp–To add a live app to your document, enter this value. Only valid if Document Type is set to document.
            Document Content

            Optional. Content added to the new document. Valid only when Content Type is set to html. By default, the document title is used for the document’s content. Valid values are:

            • String values
            • @[Salesforce user ID]–To @mention a Salesforce user in the document, enter the Salesforce ID. If the user’s Salesforce email is connected to Quip, the user ID is replaced with a Quip user @mention. If not, the Salesforce ID is replaced with the user’s Salesforce email.
            • @[person1@quip.com]–To @mention a user by email, enter this value.
            • @Everyone–To send a notification to all users added to document, enter this value.
            Document Type

            Optional. Type of document created including documents and spreadsheets. By default, new documents are created as documents. Valid values are:

            • document–To create a document, enter this value.
            • spreadsheet–To create a spreadsheet, enter this value.
            Live App Type

            Type of live app added to the document. Required if Content Type is set to liveapp. Only documents support live apps. Valid values are:

            • salesforce_record–To add the Salesforce Record live app to the document, enter this value.
            • salesforce_list–To add the Salesforce List live app to the document, enter this value.
            Object Type Type of object used by the Salesforce List live app. Required if Live App Type is set to salesforce_list. Only string values are supported. For example: Account, Opportunity, or CustomObject__c.
            Parent Folder URL

            Optional. A list of Quip folder URLs separated by commas to add the new document to. By default, the document is added to the user’s Private folder in Quip. Valid values are:

            • https://[quip_site_url]/folder/[folder1_name], https://[quip_site_url]/folder/[folder2_name]
            • https://[quip_site_url]/folder/[folder_name]

            For example: https://salesforce.quip.com/folder/account-plans
            Record Name Optional. Name of the record added to the document through the Salesforce Record live app. Valid only if the Live App Type is set to salesforce_record. Only string values are supported.
            Record Type Optional. Type of object used by the Salesforce Record live app. Valid only if Live App Type is set to salesforce_record. Only string values are supported. For example: Account, Opportunity, or CustomObject__c.
            Salesforce List View ID ID of the Salesforce list view added to the document. Required if Live App Type is set to salesforce_list.
            Salesforce Org Name Optional. Salesforce org name used in the live app. Valid only if Content Type is set to liveapp. Only string values are supported. For example: Acme.
            Salesforce Record ID ID of the Salesforce record added to the document. Required if Live App Type is set to salesforce_record.

            Store Output Values

            Output Parameter Description
            Document Title Title of the new document
            Document ID ID of the new document
            Document Link URL of the new document
            Example
            Example A sales manager wants to create a document at the end of each quarter to identify which accounts are at risk of attrition. You can create a flow that uses the Create Quip Document core action to create a document called Red Accounts. Add a Salesforce list view through the Salesforce List live app that shows all accounts in the red. Then add the document a Red Accounts folder.
            Create Quip doc with list live app

            See Also

             
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