Add Quip Documents and Chat to Your Processes and Flows
Where: This change applies to Lightning apps in Lightning Experience in Essentials, Professional, Performance, Unlimited, and Developer editions.
Who: This change is available in orgs with a Quip Enterprise plan or free trial.
Why: Flow Builder includes a new Quip category in the New Action page and 11 Quip-related actions that you can add to your flows. The new actions include creating Quip documents, adding chat messages to a document or chat room, creating a chat room, editing a Quip document, and more.
Here's an example of creating a Quip document. You must specify a document name which, as a power Flow Builder user, you've probably stored in a variable. You can also optionally do all kinds of fun things, like share the document, add initial content, and put it in an existing folder.
If you prefer to use Process Builder, don’t worry, you’re not missing out! Process Builder now includes a Quip Action type and the same 11 Quip actions as Flow Builder. Here’s how you can create a Quip document in Process Builder.
And these are the new Quip actions that you can use.
You’re now fully equipped to be a super-collaborator. Go forth and chat!