What is Quip? #
Quip is a collaboration and productivity solution that embeds collaborative documents, spreadsheets, and chat inside Salesforce records.
comprehensive cloud authentication authority.
Why Should You Use the Quip Connector? #
The Quip connector provides visibility into the users and assets in your enviornment. You can use this visibility to:
- ensure users are managed per your security policies
- build relationships between users, asset, and documents
How Does This Connector Work? #
Lucidum executes read-only requests to the Quip REST API and ingests only meta-data about Quip devices. Lucidum does not retrieve any data stored on your assets.
Configuring the Connector in Lucidum #
| Field | Description | Example |
|---|---|---|
| URL | The URL of the Quip API. | https://platform.quip.com |
| Personal Access Token | If you do not want to use OAuth authentication, you can choose to use Personal Access Token and Refresh Token instead of Client ID and Client Secret. To generate a Personal Access Token, see: | |
| Refresh Tokem | Allows OAuth to automatically refresh. To find your refresh token, see: https://quip.com/dev/automation/documentation/current#tag/Authentication/Get-Access-to-Quip’s-APIs | TkZWQVVBMIU3NXE |
| Client ID | To use OAuth authentication, supply a Client ID and Client Secret. To find the Client ID and Client Secret, see: https://help.salesforce.com/s/articleView?id=xcloud.anywhere_new_api_key.htm&type=5 | |
| Client Secret | To use OAuth authentication, supply a Client ID and Client Secret. To find the Client ID and Client Secret, see: https://help.salesforce.com/s/articleView?id=xcloud.anywhere_new_api_key.htm&type=5 | *********** |
Source Documentation #
Creating Credentials #
To configure API access in Quip, see:
https://quip.com/dev/automation/documentation/current#tag/Authentication/Get-Access-to-Quip’s-APIs
To create a personal access token and refresh token, see:
https://quip.com/account/login?next=https%3A%2F%2Fquip.com%2Fdev%2Ftoken
To use OAuth authentication, see:
https://help.salesforce.com/s/articleView?id=xcloud.anywhere_new_api_key.htm&type=5
Required Permissions #
NOTE: If you are using a Personal Access Token, the Lucidum user must be a member of all Quip group folders.
Contact your Lucidum Sales Representative for help with permissions.
