How to Automatically Create Quip Documents from a Template

In this article, you will learn how to setup the automatic creation of documents from a template within Salesforce.

Initial Setup

  1. Create a custom URL field (say ‘Quip URL’) on the custom object for storing the Quip document url value
  2. Create a new tab for the Quip document
    1. Add the Quip document component
    2. Set to “different docs for each record” & select your new URL field

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Build your flow

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  1. Go to Setup → Flow
  2. Click “New Flow
  3. Select “Autolaunched Flow”

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  1. On the left-hand side, click “Manager” and “New Resource”.
  2. Create a variable of type Record that will reference the Opportunity you'd like to create the Quip document for.

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  1. On the left-hand side, go back to the Elements tab and drag a new Action onto the screen.
  2. Choose type Quip on the left, and select Copy Document from the list.

 

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  1. On the left-hand side, click “Manager” and “New Resource”.
  2. Create a variable of type Text and name it CallPlanLink.

 

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  1. Paste the URL for the template in your Quip org that you'd like to copy from into the Document URL field. (Grab the template URL from your corresponding Quip site).
  2. Reference {!Opportunity.Id} for the source record Id

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  1. Store the resulting output variable for the newly created Quip document into the CallPlanLink variable.

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  1. Drag the “Update Record” element onto your flow.
  2. Filter for the Opportunity in question via the Opportunity Id, and update the document URL field using the output variable you just created.

 

Your completed auto-launched flow will look like this:

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Save & Activate your flow. Now we're ready to kick it off in the Process Builder!

 

Build your Process in Process Builder

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  1. Navigate to SetupProcess Builder & click New.
  2. Select the Opportunity object and start the process only when a record is created.

 

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  1. Select no criteria-just execute the actions! in the criteria decision section.

 

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Set up the immediate action to run the auto-launched flow:

  1. Create a name for the action
  2. Select your flow
  3. Pass the current Opportunity to the flow as a variable (This is where we pass on the entire Opportunity record that invoked the process builder onto the corresponding auto-launched flow via the the flow record variable Opportunity.

 

Your completed process builder will look like this:

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Activate your process & you're ready to go!

Now create a new opportunity object and notice how a new Quip document is automatically created and associated to the Quip Doc custom tab of the opportunity detail page.

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