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Quip Actions in Process Builder

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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
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
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.
 
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