Video walkthroughs
Learn how to set up Neon Deer apps and build workflows in Attio. Pick a tutorial to watch, then follow its written guide.
Automations
Install Advanced Workflow Automations in Attio
Install Advanced Workflow Automations in Attio, connect your Neon Deer account, and find the app's additional triggers and steps in the workflow builder.
Schedule an Attio workflow for a Deal or Person
Schedule selected Attio records to run a workflow at a future date. Follow the setup, review upcoming runs, and cancel a follow-up when plans change.
Build reusable Attio workflows with subflows and lookup tables
Build a reusable Attio routing workflow with subflows and lookup tables. Pass context, return an owner, and choose whether the caller waits for a result.
Mention Slack users from Attio with lookup tables
Use an Attio workspace-member lookup table to find the right Slack user to mention. Map Slack IDs, look up the owner, and post a workflow message.
Route Attio leads by territory
Route Attio leads by state, country, or segment using a shared lookup table. Find the responsible owner and handle territories without a matching rule.
Use task triggers in Attio workflows
Use Attio task triggers for task creation, deadline and assignee changes, and completion. Build focused workflow conditions and useful internal alerts.
Compare records, values, and workspace members in Attio
Compare previous and new Attio records, domains, emails, phone numbers, or workspace members. Find added, removed, and shared values without code.
Email Notifications
Send email notifications from Attio workflows
Send internal email alerts from Attio workflows. Choose a workspace member, add dynamic details and a record link, and review the alert in Activity.
HeyReach
Set up HeyReach in Attio
Connect HeyReach to Attio, sync LinkedIn events to Activities or lists, and use workflows to find senders and add People to campaigns or lists.
Duplicate Detection
Install Duplicate Detection in Attio
Install Duplicate Detection & Merging for Attio, authorize workspace access, complete both connections, and open the Neon Deer dashboard.
Find, review, and bulk merge duplicate records in Attio
Scan Attio People and Companies, review duplicate sets and AI scores, dismiss false matches, and preview record values before approving bulk merges.
Create custom duplicate matching rules in Attio
Create custom duplicate matching rules for Attio People and Companies. Combine conditions, use related Company attributes, and preview potential matches.