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How to take automatic screenshots of private Microsoft Excel spreadsheet data with Zapier

Learn how you can automatically create screenshots of your Excel data using the Custom HTML feature in PagePixels Screenshots Zapier app.

Introduction

With the PagePixels Screenshots Zapier app, you can convert data from thousands of apps in Zapier into screenshots, including your Excel data.

To accomplish this, you can use PagePixels' Take a Screenshot of Custom HTML Action in Zapier. This Action accepts data from one or more apps that you wrap in HTML tags to create a custom screenshot.

For Example

Once you've set up your Custom HTML screenshot automation in Zapier, you can connect it to thousands of apps Zapier supports, like Outlook, Microsoft Teams, and OneDrive.

PagePixels is free to start and this tutorial demonstrates how you can take screenshots of updated data in a Excel row cell and send the image in an Outlook email message.

Zapier automation (Zap) that we'll create in this tutorial:

How to automate screenshots of private Microsoft Excel data using Zapier

To automatically create a screenshot of updated cell data in an Excel spreadsheet row:

1

Create a new Zap

Click "Create", then select "Zap" from the list of options.

2

Set up Microsoft Excel Updated Row Trigger app event

Click the Trigger button.

Search and select the Microsoft Excel app.

Select the "Updated Row" app event.

Choose your Microsoft Excel account. Click Continue.

Configure which spreadsheet column you want to monitor for your trigger. Click Continue.

Click Test trigger.

Click Continue with selected record to finish setting up your Trigger app event.

3

Set up PagePixels Take a Screenshot of Custom HTML Action app event

Search for "pagepixels" and choose the "PagePixels Screenshots" app.

Select the Take a Screenshot of a Custom HTML Action event.

Choose your PagePixels account and click Continue.

Add HTML tags into the "Custom HTML" field. Use the plus button to select the Excel data you want to include in your screenshot.

Finish configuring your screenshot and click Continue.

Click Test Step button.

Preview the test response.

4

Send the screenshot to another Zapier app.

Click the plus Add Step button, and select your desired app.

For this example, search for and select the Microsoft Outlook app.

Choose the Send Email action event. Authorize or select your Outlook account, and click the Continue button.

Click the plus button and select Direct Link to add your screenshot to the email "Body" field.

You can use an img HTML tag to display the screenshot in the email. Note: You'll need to set the "Body type" field to "HTML" for this work.

Finish configuring your email message, and click Continue.

Click Test Step to test your email message.

Click Publish to activate your Zap automation.

EXAMPLE RESULT

Your Zapier screenshot automation is active. Now when an update happens in your selected Excel spreadsheet, PagePixels creates a screenshot of that Excel data and emails the image via Outlook.

See our Zapier Help Guide for more comprehensive information about our Zapier integration.

Need help with your Custom HTML Screenshot? Contact us.

Further Reading

See more PagePixels and Zapier tutorials below:

What else can PagePixels do?

When you automate screenshots with PagePixels and Zapier, you can also:

  • Automate clicking buttons, filling out forms, performing a search, and more - all before taking a screenshot with Multi-Step functionality in Zapier.
  • Capture screenshots from different locations around the world with PagePixels' "Take a Real Geolocation Screenshot" Action in Zapier.
  • Take and have AI analyze your screenshots with PagePixels' Take a Screenshot of a Web Page and Analyze the Image With AI Action in Zapier.
  • Compare, contrast, and extract insights from multiple screenshots and other images with the PagePixels' Analyze Any Image with AI Action in Zapier.
  • Use an Embed URL to dynamically share and display the latest screenshot on your website, dashboard, presentation app, and more.
  • Remove elements and customize the style of your resulting screenshots with PagePixels' Custom CSS injection feature.
  • Take screenshots of entire webpages with the Full Page option. Or use a CSS Selector to capture only a specific part of a webpage.
  • Block ads and stop cookie banners from appearing in your screenshots with PagePixels' "No Ads" and "No Cookie Banners" options.
  • Automate structured data extraction and AI-powered text analysis across multiple domains with Domain Research Actions in Zapier.

Explore even more possibilities of what you can do on our Features page →

Support

Questions? Contact us anytime by email:

support-tickets@pagepixels.com

Or send us a message through our Support page.