Guide to automating screenshots with Zapier

Learn how to take, send, and create screenshots in Zapier with the PagePixels Screenshots integration.

Understanding Zapier

Zapier (rhymes with “happier”) is a no-code integration platform for moving data and automating the manual repetitive tasks you do between multiple apps everyday.

Worfklow automations in Zapier are called Zaps and zaps operate on an "if this, then that" model of automation. In this model, if an event happens in one app then Zapier fetches data about that event to complete an action in a different app.

For example, if a new screenshot appears in your PagePixels' account, then upload that new screenshot to your Google Drive.

Zapier refers to the "if this" part of an automation as a Trigger app event and "then that" as an Action app event.

A Trigger app event

  • Is always the first step of a Zap,
  • Is what triggers the automation to start,
  • And you can only have one Trigger per Zap.

An Action app event

  • Comes after a Trigger event (or another Action),
  • Uses data from a Trigger event in one app to create, update, or find an item in a different app,
  • And you can have one or more Actions in a Zap.

PagePixels Triggers & Actions

Below is a list of the Triggers and Actions available for the PagePixels Screenshots Zapier app.

Triggers

New Screenshot

Triggers when a new screenshot is taken, optionally limited to specific screenshot configurations.

| Data fetched during Trigger event (for use in subsequent Action):

Direct Link (screenshot image url) ID (screenshot) Job ID Taken at Timestamp (UNIX format) Screenshot Configuration ID

New Screenshot Configuration

Triggers when a new screenshot configuration is created.

| Data fetched during Trigger event (for use in subsequent Action):

Host ID (screenshot) Config Scheduled Screenshot Config Scheduled Every Config Accept Language Config Accuracy Config Css Inject Config Image Format Config Js Inject Config Latitude Config Longitude Config Page Height Config Page Width Config Placeholder Url Config Quality Config Scale Factor Config Scheduled Interval Config Selectors Config Url Config User Config Wait Config Wait For Created At Ids Embed Url Ids Last Job Id Ids Screenshot Config Id

New Change Notification

Triggers when the content of a page has changed since the last screenshot, optionally limited to specific screenshot configurations

| Data fetched during Trigger event (for use in subsequent Action):

ID (screenshot) Config Selector Config Send to Config Type Config URL Previous Value Retrieved Value Screenshot Configuration ID Sent At (UNIX format)

Actions

Take a screenshot

Creates an instant screenshot of a URL.

MULTI-STEP

Create a recurring screenshot

Creates a screenshot configuration. The configuration can include a recurring schedule and change notifications. You will receive the Embed URL as a part of the response. The Embed URL will always display the latest screenshot image taken for the configuration, so it can be used on public websites, dashboards, and internal systems without worrying about API keys or any other configuration parameters.

MULTI-STEP

Take a Real Geolocation Screenshot of a Web Page

Captures a screenshot from real geolocations around the world. Screenshots are taken through a proxy network within the geographical location you specify. Choose from hundreds of countries and any US State for your geolocation testing needs.

MULTI-STEP

Take a Screenshot of Custom HTML

Create a screenshot of any custom HTML. This is Perfect for screenshotting new emails, creating custom reports, and more.

MULTI-STEP

Get HTML Code of a Website

Download the raw HTML source code of a website (instead of taking a screenshot)

MULTI-STEP

Find Latest Screenshot

Finds the latest screenshot on the account or from a given Screenshot Configuration

Connect PagePixels to Zapier

You can connect your PagePixels account to Zapier while you're creating a Zap or in the "My Apps" section of your Zapier account, as shown below.

1

Log in to your Zapier account.

If you don't already have a Zapier account, you can create a free one here.

2

Go to your apps connections page.

You can also get here by clicking “My Apps” in the left sidebar menu.

3

Click the “+Add connection” button.

4

Search for and select the PagePixels Screenshots app.

5

Authenticate your PagePixels account.

Once you successfully connect your PagePixels account to Zapier, you’re ready to start automating your screenshots.

How to automate screenshots in Zapier

Use a template

Zap templates are the easiest and fastest way to create a Zap. All you need to do is click on the "Try / Use this Zap" button and Zapier will auto-create the workflow in your Zapier account.

Here's a list of Zap templates that are available for PagePixels Screenshots.

Use the visual editor

When there's no template available for what you want to automate, you can build a custom Zap using Zapier's visual editor.

To explain how, we'll walk you through an example.

send new screenshots to google chat

Let's say you have a recurring screenshot setup in PagePixels, and you'd like new screenshots for that configuration to automatically appear in your Google Chat space.

To accomplish this, you can use the Trigger app event "New Screenshots in PagePixels Screenshots" and the Action app event "Create Message in Google Chat", as detailed below.

REQUIREMENTS

  • An existing screenshot configuration in your PagePixels account
  • A Business or School account with Google
  • An existing Google Chat space
  • The Zapier app added to a Google Chat space
1

Go to your Zapier dashboard.

Click the "+ Create Zap" button.

2

Click on the Trigger button.

You'll find it below the AI generative option.

3

Choose your Trigger app.

Type "pagepixels" in the Trigger search box, and select the "PagePixels Screenshots" app.

4

Choose your Trigger event.

Click the Event dropdown menu and select “New Screenshot", then click the "Continue" button.

5

Choose or authenticate your app account.

Select which PagePixels account you'd like to use from the dropdown menu or authenticate a new account connection.

Then, click the "Continue" button.

6

Set up your New Screenshot trigger.

Select one or more screenshot configurations that interest you from the "Limit to Screenshot Configuration(s)" dropdown menu.

Once selected, click the "Continue" button.

Alternatively, if you'd like for the Zap to run for all new screenshots in your PagePixels account, you can skip this step.

7

Test Trigger

Click the "Test Trigger" button.

After a successful test run, click the "Continue with selected record" button.

If the test run fails, see this Zapier article on how to troubleshoot.

8

Choose your Action app.

Search for and select the Google Chat app.

9

Choose your Action event.

Select "Create Message" from the "Event" dropdown menu, and click the "Continue" button.

10

Choose or authenticate your app account.

Select which Google Chat account you'd like to use or authenticate a new account connection.

Then, click the "Continue" button.

11

Set up your Create Message action.

To create a Google Chat message, you'll need to complete the required fields (designated by an asterik *):

  • "Hangouts Chat Room"
  • "Message Title"
  • "Message Text"

For this example, we're also going to add input the non-required fields:

  • "Message Image URL"
  • "Action Button Text"
  • "Action Button URL"

The "Action Button URL" field is where we'll insert the new screenshot URL fetched during our Trigger event.

For more details on this step and why we chose to create our Google Chat message this way - see our notes here.

12

Test action

Click the "Test Action" button

An arrow pointing to the Test action button in Zapier

(Note, your test results may look different from the image above, depending on which fields you completed.)

After a successful Action test, you'll find a test message posted to the Google chat room (space) you specified.

A new message from the Zapier app displaying in the Google Chat app.
13

Publish

After a successful Action test, click the "Publish" button.

An arrow pointing to the Publish button in the successful Test context

Then, click "Publish" one more time in the "Ready to publish your Zap" modal window.

An arrow pointing to the final Publish button

🎉 Your Zap is complete and activated. Now new screenshots for your configuration in PagePixels will automatically send to Google Chat.

📝 Notes

  • Because of limitations with Zapier's Google Chat app, it's currently not possible to create a Zap that displays the full screenshot image in a Google Chat message. Instead, you can either add a link to the screenshot image or create a button that links to the screenshot. Our example does the latter.
  • The "Message Image URL" field in the Google Chat action event displays an image at dimensions 24px width X 24px height (not ideal for most screenshot images). In our example, we use this field to display PagePixels' logo (via Google's favicon API), but please feel free to leave this field blank or use your own image.

Use the AI builder

Zapier recently introduced an AI builder that can auto-generate a Zap based on a text description.

For example, entering the prompt "If PagePixels generates a new screenshot, then upload that screenshot to Google Drive", produces the Zap:

Then, all you need to do is click the "Try it" button (top right), and finish setting up your Zap in the visual editor.

📝 Notes

  • Zapier's AI builder uses OpenAI technology under the hood (creator of ChatGPT).
  • If you're a ChatGPT subcriber, you can also create your Zaps directly in ChatGPT using Zapier's ChatGPT plugin.
  • Both Zapier's AI builder and ChatGPT plugin are still in beta.
  • Zapier's AI builder can help you with other tasks, such as converting data.

Multi-Step Screenshots in Zapier

Use PagePixels Multi-Step feature to interact with websites before capturing a screenshot, so you can:

  • Fill out a password login form,
  • Perform a search,
  • Apply filters,
  • Navigate to another page,
  • And more.

PagePixels Multi-Step works by making browser actions (click, input text, press enter, etc.) available for you to add, and then PagePixels runs those actions for you before taking the screenshot.

To access Multi-Step Screenshot functionality in Zapier, choose the Action "Take a Screenshot" or "Create a Recurring Screenshot" and look for the "Multi-Step Actions" field.

Multi-Step Actions

Here's a list of available browser actions (aka "Multi-Step Actions"), and the expected format for Zapier.

Action Example
Click
{"type": "click", "selector": "#your-selector"}
Hover
{"type": "hover", "selector": "#your-selector"}
Change Notification {"type": "change", "selector": "#your-selector", "send_to": "webhook", url: "https://example.com/webhook-url"}
Goto URL
{"type": "redirect", "value": "https://example.com"}
Run Javascript
{"type": "javascript", "value": "console.log('my javascript');"}
Evaluate Javascript
{"type": "evaluateJs", "value": "console.log('my javascript');"}
Insert CSS
{"type": "css", "value": "#selector{ color: red }"}
Text Field Input
{"type": "text_field", "selector": "#the-text-field", "value": "your-value"}
Dropdown Field Selection
{"type": "select", "selector": "#the-dropdown-field", "value": "selected value"}
Checkbox Field Input
{"type": "checkbox", "selector": "#the-checkbox-field", "value":true}
Press Enter (to submit hidden forms)
{"type": "submit"}
Wait X milliseconds
{"type": "wait", "value": "5000"}
Wait For Selector
{"type": "wait_for_selector", "selector": "#your-selector"}

Multi-Step Example: Search

Suppose we want to create an Action in Zapier that does a Google search for “tardigrades” and takes a snapshot of the resulting page.

To create this screenshot, you can use the Action app event "Take a Screenshot in PagePixels Screenshots", and the following inputs in your Action's configuration:

Website URL

https://google.com

For Multi-Step screenshots, the “Website URL” is the starting point of our step sequence and where the first Multi-Step Action takes place.

The URL must include "https://" or "https://" and be publically available.

Multi-Step Actions

{"type": "text_field", "selector": "textarea:first-of-type", "value": "tardigrades"}

This action will input the text value "tardigrades" into the text field identified by a CSS selector ("textarea:first-of-type").

{"type": "submit"}

This action simulates pressing the "Enter" key to submit a form. In this case, it submits our search to Google.

📝 Notes

  • The left-side column under "Multi-Step Actions" you can leave as is. This column is only relevant to Zapier. It will not affect your screenshots or be reflected in your PagePixels account.
  • To add more Multi-Step Actions in Zapier, use the "+" button. To remove, use the "X" button.
  • The screenshot generated in this example uses the default settings for "Page Width" (1920px), "Page Height" (1000px), and "Wait Time to Capture Screenshot" (1500ms). You can change these settings in Zapier at anytime.

Support

Questions? Contact us any time by email:

support-tickets@pagepixels.com

Or send us a message through our Support page.